Meridian Wealth Partners’s Altria Group MO Stock Holding History

Meridian Wealth Partners’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	-4,824	Closed	-$203K	–	105
2023 Q3	$203K	Buy	4,824 +95	+2%	+$4.2K	0.04%	94
2023 Q2	$214K	Buy	4,729 +106	+2%	+$4.8K	0.04%	89
2023 Q1	$206K	Buy	+4,623	New	+$213K	0.04%	89
2021 Q2	–	Sell	-3,196	Closed	-$163K	–	807
2021 Q1	$163K	Sell	3,196 -1,562	-33%	-$70K	0.05%	77
2020 Q4	$195K	Buy	4,758 +17	+0.4%	+$683	0.08%	65
2020 Q3	$183K	Buy	4,741 +2	+0%	+$83	0.09%	61
2020 Q2	$186K	Buy	4,739 +34	+0.7%	+$1.33K	0.1%	61
2020 Q1	$182K	Buy	4,705 +24	+0.5%	+$1.06K	0.11%	60
2019 Q4	$234K	Buy	+4,681	New	+$221K	0.15%	54

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meridian Wealth Partners's MO Position: Q4 2023 in Review

Meridian Wealth Partners sold out of Altria Group (MO) in Q4 2023, closing a stake of 4,824 shares — an estimated $203K sold.

Meridian Wealth Partners first reported a position in MO in Q4 2019 and held it in 9 quarters. The position peaked at $234K in Q4 2019. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

Meridian Wealth Partners reported no remaining Altria Group position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Partners sold 4,824 Altria Group shares in Q4 2023, an estimated $203K.
Meridian Wealth Partners first reported a position in Altria Group in Q4 2019 and held it in 9 quarters.
Meridian Wealth Partners's Altria Group position peaked at $234K in Q4 2019.
1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on Meridian Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.