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Nabity-Jensen Investment Management’s Altria Group MO Stock Holding History

Nabity-Jensen Investment 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
Q2 		– Sell
-2,500
Closed -$109K – 77
2024
Q1 		$109K Hold
2,500
– – 0.09% 77
2023
Q4 		$101K Buy
+2,500
New +$103K 0.09% 79

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nabity-Jensen Investment Management's MO Position: Q2 2024 in Review

Nabity-Jensen Investment Management sold out of Altria Group (MO) in Q2 2024, closing a stake of 2,500 shares — an estimated $109K sold.

Nabity-Jensen Investment Management first reported a position in MO in Q4 2023 and held it in 2 quarters. The position peaked at $109K in Q1 2024. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Nabity-Jensen Investment Management reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • Nabity-Jensen Investment Management sold 2,500 Altria Group shares in Q2 2024, an estimated $109K.
  • Nabity-Jensen Investment Management first reported a position in Altria Group in Q4 2023 and held it in 2 quarters.
  • Nabity-Jensen Investment Management's Altria Group position peaked at $109K in Q1 2024.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2024, filed 9 Dec 2024.