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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New Potomac Partners's MO Position: Q3 2024 in Review

New Potomac Partners opened a new position in Altria Group (MO) in Q3 2024: 1,000 shares worth $51K. The stake represents 0.03% of the portfolio and ranks #120 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in MO as recently as Q3 2020.

New Potomac Partners first reported a position in MO in Q4 2017 and has held it in 13 quarters since. The position peaked at $121K in Q4 2017. 1,994 funds tracked by Wall St. Rank hold MO as of Q3 2024.

New Potomac Partners held 1,000 shares of Altria Group worth $51K as of Q3 2024.
Altria Group was a new New Potomac Partners position in Q3 2024.
Altria Group made up 0.03% of New Potomac Partners's portfolio in Q3 2024, its #120 holding.
New Potomac Partners first reported a position in Altria Group in Q4 2017 and has held it in 13 quarters since.
New Potomac Partners's Altria Group position peaked at $121K in Q4 2017.
1,994 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.