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Midwest Financial Group’s Altria Group MO Stock Holding History

Midwest Financial Group’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
-5,450
Closed -$248K – 111
2024
Q2 		$248K Sell
5,450
-75
-1% -$3.33K 0.16% 94
2024
Q1 		$241K Sell
5,525
-200
-3% -$8.29K 0.16% 95
2023
Q4 		$231K Sell
5,725
-1,000
-15% -$41.4K 0.17% 95
2023
Q3 		$283K Buy
6,725
+155
+2% +$6.85K 0.24% 84
2023
Q2 		$298K Sell
6,570
-100
-1% -$4.53K 0.25% 84
2023
Q1 		$298K Buy
+6,670
New +$307K 0.27% 78

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

Midwest Financial Group's MO Position: Q3 2024 in Review

Midwest Financial Group sold out of Altria Group (MO) in Q3 2024, closing a stake of 5,450 shares — an estimated $248K sold.

Midwest Financial Group first reported a position in MO in Q1 2023 and held it in 6 quarters. The position peaked at $298K in Q2 2023. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Midwest Financial Group reported no remaining Altria Group position as of Q3 2024 after selling out during the quarter.
  • Midwest Financial Group sold 5,450 Altria Group shares in Q3 2024, an estimated $248K.
  • Midwest Financial Group first reported a position in Altria Group in Q1 2023 and held it in 6 quarters.
  • Midwest Financial Group's Altria Group position peaked at $298K in Q2 2023.
  • 1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Midwest Financial Group's 13F filing for Q3 2024, filed 17 Oct 2024.