Parkside Advisors’s Altria Group MO Stock Holding History

Parkside 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
2023 Q2	–	Sell	-4,744	Closed	-$212K	–	77
2023 Q1	$212K	Sell	4,744 -985	-17%	-$45.3K	0.07%	76
2022 Q4	$267K	Buy	+5,729	New	+$260K	0.09%	68

Other funds holding MO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parkside Advisors's MO Position: Q2 2023 in Review

Parkside Advisors sold out of Altria Group (MO) in Q2 2023, closing a stake of 4,744 shares — an estimated $212K sold.

Parkside Advisors first reported a position in MO in Q4 2022 and held it in 2 quarters. The position peaked at $267K in Q4 2022. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

Parkside Advisors reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
Parkside Advisors sold 4,744 Altria Group shares in Q2 2023, an estimated $212K.
Parkside Advisors first reported a position in Altria Group in Q4 2022 and held it in 2 quarters.
Parkside Advisors's Altria Group position peaked at $267K in Q4 2022.
1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Parkside Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.