NRD
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Nebula Research & Development’s Altria Group MO Stock Holding History

Nebula Research & Development’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
Q1 		– Sell
-9,610
Closed -$388K – 897
2023
Q4 		$388K Buy
+9,610
New +$397K 0.12% 335
2023
Q3 		– Sell
-13,555
Closed -$614K – 595
2023
Q2 		$614K Buy
13,555
+6,372
+89% +$289K 0.47% 92
2023
Q1 		$321K Buy
+7,183
New +$330K 0.57% 49

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nebula Research & Development's MO Position: Q1 2024 in Review

Nebula Research & Development sold out of Altria Group (MO) in Q1 2024, closing a stake of 9,610 shares — an estimated $388K sold.

Nebula Research & Development first reported a position in MO in Q1 2023 and held it in 3 quarters. The position peaked at $614K in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • Nebula Research & Development reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
  • Nebula Research & Development sold 9,610 Altria Group shares in Q1 2024, an estimated $388K.
  • Nebula Research & Development first reported a position in Altria Group in Q1 2023 and held it in 3 quarters.
  • Nebula Research & Development's Altria Group position peaked at $614K in Q2 2023.
  • 1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Nebula Research & Development's 13F filing for Q1 2024, filed 15 May 2024.