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Marathon Strategic Advisors’s Altria Group MO Stock Holding History

Marathon Strategic Advisors’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
2024
Q3 		– Sell
-12,123
Closed -$552K – 40
2024
Q2 		$552K Buy
+12,123
New +$538K 0.65% 23

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Marathon Strategic Advisors's MO Position: Q3 2024 in Review

Marathon Strategic Advisors sold out of Altria Group (MO) in Q3 2024, closing a stake of 12,123 shares — an estimated $552K sold.

Marathon Strategic Advisors first reported a position in MO in Q2 2024 and held it in 1 quarter. The position peaked at $552K in Q2 2024. 1,991 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Marathon Strategic Advisors reported no remaining Altria Group position as of Q3 2024 after selling out during the quarter.
  • Marathon Strategic Advisors sold 12,123 Altria Group shares in Q3 2024, an estimated $552K.
  • Marathon Strategic Advisors first reported a position in Altria Group in Q2 2024 and held it in 1 quarter.
  • Marathon Strategic Advisors's Altria Group position peaked at $552K in Q2 2024.
  • 1,991 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Marathon Strategic Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.