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Macroview Investment Management’s Altria Group MO Stock Holding History

Macroview Investment Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-39
Closed -$1.64K – 761
2023
Q3 		$1.64K Buy
+39
New +$1.72K ﹤0.01% 587
2020
Q2 		– Sell
-65
Closed -$3K – 362
2020
Q1 		$3K Hold
65
– – 0.01% 182
2019
Q4 		$3K Sell
65
-400
-86% -$18.9K 0.01% 252
2019
Q3 		$19K Hold
465
– – 0.04% 118
2019
Q2 		$22K Hold
465
– – 0.06% 118
2019
Q1 		$27K Hold
465
– – 0.07% 99
2018
Q4 		$23K Hold
465
– – 0.07% 106
2018
Q3 		$28K Buy
465
+65
+16% +$3.86K 0.09% 99
2018
Q2 		$23K Hold
400
– – 0.08% 96
2018
Q1 		$25K Hold
400
– – 0.09% 83
2017
Q4 		$29K Hold
400
– – 0.14% 53
2017
Q3 		$25K Hold
400
– – 0.12% 60
2017
Q2 		$30K Hold
400
– – 0.16% 49
2017
Q1 		$29K Hold
400
– – 0.17% 40
2016
Q4 		$27K Hold
400
– – 0.15% 44
2016
Q3 		$25K Sell
400
-500
-56% -$33.2K 0.11% 43
2016
Q2 		$62K Hold
900
– – 0.27% 31
2016
Q1 		$56K Sell
900
-285
-24% -$17.2K 0.24% 31
2015
Q4 		$69K Hold
1,185
– – 0.22% 33
2015
Q3 		$64K Hold
1,185
– – 0.12% 35
2015
Q2 		$58K Sell
1,185
-761
-39% -$38.6K 0.07% 37
2015
Q1 		$97K Sell
1,946
-495
-20% -$26.3K 0.09% 43
2014
Q4 		$120K Buy
2,441
+640
+36% +$31.2K 0.13% 42
2014
Q3 		$83K Sell
1,801
-45
-2% -$1.93K 0.11% 40
2014
Q2 		$77K Hold
1,846
– – 0.1% 41
2014
Q1 		$69K Buy
1,846
+45
+2% +$1.64K 0.1% 44
2013
Q4 		$69K Buy
1,801
+12
+0.7% +$443 0.12% 37
2013
Q3 		$61K Sell
1,789
-239
-12% -$8.42K 0.11% 36
2013
Q2 		$71K Buy
+2,028
New +$72.8K 0.07% 29

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macroview Investment Management's MO Position: Q4 2023 in Review

Macroview Investment Management sold out of Altria Group (MO) in Q4 2023, closing a stake of 39 shares — an estimated $1.64K sold.

Macroview Investment Management first reported a position in MO in Q2 2013 and held it in 29 quarters. The position peaked at $120K in Q4 2014. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

  • Macroview Investment Management reported no remaining Altria Group position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 39 Altria Group shares in Q4 2023, an estimated $1.64K.
  • Macroview Investment Management first reported a position in Altria Group in Q2 2013 and held it in 29 quarters.
  • Macroview Investment Management's Altria Group position peaked at $120K in Q4 2014.
  • 1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.