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Mariner Independent Advisor Network’s Altria Group MO Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$1.93M Buy
47,687
+6,424
+16% +$280K 0.08% 242
2022
Q2 		$1.72M Buy
41,263
+16,218
+65% +$840K 0.07% 276
2022
Q1 		$1.31M Buy
25,045
+5,217
+26% +$266K 0.05% 324
2021
Q4 		$944K Sell
19,828
-755
-4% -$34.6K 0.04% 336
2021
Q3 		$956K Buy
20,583
+875
+4% +$42.3K 0.05% 332
2021
Q2 		$940K Buy
19,708
+3,091
+19% +$152K 0.04% 345
2021
Q1 		$850K Sell
16,617
-2,623
-14% -$118K 0.04% 319
2020
Q4 		$789K Sell
19,240
-1,238
-6% -$49.7K 0.04% 315
2020
Q3 		$791K Sell
20,478
-1,400
-6% -$58.3K 0.07% 234
2020
Q2 		$863K Sell
21,878
-8,302
-28% -$324K 0.08% 225
2020
Q1 		$1.15M Sell
30,180
-1,949
-6% -$86.5K 0.1% 189
2019
Q4 		$1.6M Buy
32,129
+10,314
+47% +$487K 0.12% 198
2019
Q3 		$897K Buy
21,815
+1,854
+9% +$85.3K 0.07% 257
2019
Q2 		$952K Sell
19,961
-1,434
-7% -$75.1K 0.07% 243
2019
Q1 		$1.23M Sell
21,395
-6,387
-23% -$326K 0.1% 207
2018
Q4 		$1.36M Buy
27,782
+13,414
+93% +$777K 0.12% 182
2018
Q3 		$866K Buy
+14,368
New +$853K 0.11% 155
2018
Q2 		– Sell
-31,609
Closed -$1.97M – 258
2018
Q1 		$1.97M Buy
31,609
+18,281
+137% +$1.21M 0.12% 141
2017
Q4 		$937K Buy
+13,328
New +$893K 0.1% 187
2017
Q2 		– Sell
-3,072
Closed -$219K – 282
2017
Q1 		$219K Sell
3,072
-22,954
-88% -$1.66M 0.03% 241
2016
Q4 		$1.76M Buy
+26,026
New +$1.68M 0.29% 79
2016
Q3 		– Sell
-24,634
Closed -$1.7M – 182
2016
Q2 		$1.7M Buy
+24,634
New +$1.58M 0.32% 76
2014
Q4 		– Sell
-6,939
Closed -$319K – 176
2014
Q3 		$319K Buy
6,939
+2,086
+43% +$89.4K 0.17% 83
2014
Q2 		$204K Buy
+4,853
New +$195K 0.1% 128

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mariner Independent Advisor Network's MO Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Altria Group (MO) stake by 16% in Q3 2022, buying an estimated $280K and bringing the position to 47,687 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #242.

Mariner Independent Advisor Network first reported a position in MO in Q2 2014 and has held it in 24 quarters since. The position peaked at $1.97M in Q1 2018. 1,763 funds tracked by Wall St. Rank hold MO as of Q3 2022.

  • Mariner Independent Advisor Network held 47,687 shares of Altria Group worth $1.93M as of Q3 2022.
  • Mariner Independent Advisor Network bought 6,424 Altria Group shares in Q3 2022, an estimated $280K.
  • Altria Group made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #242 holding.
  • Mariner Independent Advisor Network first reported a position in Altria Group in Q2 2014 and has held it in 24 quarters since.
  • Mariner Independent Advisor Network's Altria Group position peaked at $1.97M in Q1 2018.
  • 1,763 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.