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Moran Wealth Management’s Altria Group MO Stock Holding History

Moran Wealth Management’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
-58,259
Closed -$2.65M – 417
2024
Q2 		$2.65M Buy
58,259
+7,711
+15% +$342K 0.09% 233
2024
Q1 		$2.2M Buy
50,548
+18,523
+58% +$768K 0.07% 251
2023
Q4 		$1.29M Buy
32,025
+17,410
+119% +$720K 0.05% 283
2023
Q3 		$615K Buy
14,615
+8,419
+136% +$372K 0.02% 298
2023
Q2 		$281K Buy
+6,196
New +$281K 0.01% 353

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

Moran Wealth Management's MO Position: Q3 2024 in Review

Moran Wealth Management sold out of Altria Group (MO) in Q3 2024, closing a stake of 58,259 shares — an estimated $2.65M sold.

Moran Wealth Management first reported a position in MO in Q2 2023 and held it in 5 quarters. The position peaked at $2.65M in Q2 2024. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Moran Wealth Management reported no remaining Altria Group position as of Q3 2024 after selling out during the quarter.
  • Moran Wealth Management sold 58,259 Altria Group shares in Q3 2024, an estimated $2.65M.
  • Moran Wealth Management first reported a position in Altria Group in Q2 2023 and held it in 5 quarters.
  • Moran Wealth Management's Altria Group position peaked at $2.65M in Q2 2024.
  • 1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Moran Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.