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Pacific Capital Wealth Advisors’s Altria Group MO Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-597
Closed -$31.2K – 255
2024
Q4 		$31.2K Hold
597
– – 0.01% 185
2024
Q3 		$30.5K Hold
597
– – 0.01% 193
2024
Q2 		$27.2K Sell
597
-46
-7% -$2.04K 0.01% 203
2024
Q1 		$28K Buy
643
+46
+8% +$1.91K 0.01% 172
2023
Q4 		$24.1K Buy
+597
New +$24.7K 0.01% 182
2020
Q4 		– Sell
-597
Closed -$23K – 143
2020
Q3 		$23K Buy
+597
New +$24.8K 0.01% 141

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Capital Wealth Advisors's MO Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Altria Group (MO) in Q1 2025, closing a stake of 597 shares — an estimated $31.2K sold.

Pacific Capital Wealth Advisors first reported a position in MO in Q3 2020 and held it in 6 quarters. The position peaked at $31.2K in Q4 2024. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 597 Altria Group shares in Q1 2025, an estimated $31.2K.
  • Pacific Capital Wealth Advisors first reported a position in Altria Group in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Altria Group position peaked at $31.2K in Q4 2024.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.