New Potomac Partners’s Altria Group MO Stock Holding History

New Potomac Partners’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	$51K	Buy	+1,000	New	+$50.5K	0.03%	120
2020 Q4	–	Sell	-1,000	Closed	-$39K	–	99
2020 Q3	$39K	Hold	1,000	–	–	0.03%	93
2020 Q2	$39K	Hold	1,000	–	–	0.03%	95
2020 Q1	$39K	Hold	1,000	–	–	0.04%	93
2019 Q4	$50K	Hold	1,000	–	–	0.05%	96
2019 Q3	$41K	Hold	1,000	–	–	0.04%	101
2019 Q2	$47K	Hold	1,000	–	–	0.05%	97
2019 Q1	$57K	Sell	1,000 -500	-33%	-$25.6K	0.06%	96
2018 Q4	$74K	Hold	1,500	–	–	0.08%	92
2018 Q3	$90K	Hold	1,500	–	–	0.08%	84
2018 Q2	$85K	Hold	1,500	–	–	0.08%	83
2018 Q1	$93K	Sell	1,500 -200	-12%	-$13.2K	0.09%	80
2017 Q4	$121K	Buy	+1,700	New	+$114K	0.12%	76

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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