Monograph Wealth Advisors’s Altria Group MO Stock Holding History

Monograph Wealth 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 Q2	–	Sell	-27,429	Closed	-$1.22M	–	145
2024 Q1	$1.22M	Buy	+27,429	New	+$1.14M	0.18%	45

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Monograph Wealth Advisors's MO Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Altria Group (MO) in Q2 2024, closing a stake of 27,429 shares — an estimated $1.22M sold.

Monograph Wealth Advisors first reported a position in MO in Q1 2024 and held it in 1 quarter. The position peaked at $1.22M in Q1 2024. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

Monograph Wealth Advisors reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 27,429 Altria Group shares in Q2 2024, an estimated $1.22M.
Monograph Wealth Advisors first reported a position in Altria Group in Q1 2024 and held it in 1 quarter.
Monograph Wealth Advisors's Altria Group position peaked at $1.22M in Q1 2024.
1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.