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Milestone Wealth’s Altria Group MO Stock Holding History

Milestone Wealth’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 		$121K Hold
3,002
– – 0.14% 66
2022
Q2 		$125K Hold
3,002
– – 0.13% 69
2022
Q1 		$143K Hold
3,002
– – 0.12% 72
2021
Q4 		$143K Buy
+3,002
New +$138K 0.11% 72

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Milestone Wealth's MO Position: Q3 2022 in Review

Milestone Wealth held its Altria Group (MO) position steady in Q3 2022 at 3,002 shares worth $121K. The position accounts for 0.14% of the portfolio, ranked #66.

Milestone Wealth first reported a position in MO in Q4 2021 and has held it in 4 quarters since. The position peaked at $143K in Q1 2022. 1,763 funds tracked by Wall St. Rank hold MO as of Q3 2022.

  • Milestone Wealth held 3,002 shares of Altria Group worth $121K as of Q3 2022.
  • Milestone Wealth left its Altria Group share count unchanged in Q3 2022.
  • Altria Group made up 0.14% of Milestone Wealth's portfolio in Q3 2022, its #66 holding.
  • Milestone Wealth first reported a position in Altria Group in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Altria Group position peaked at $143K in Q1 2022.
  • 1,763 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.