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Peterson Financial Group’s Altria Group MO Stock Holding History

Peterson Financial Group’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 		$40.7K Buy
+797
New +$40.3K 0.16% 106

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Peterson Financial Group's MO Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Altria Group (MO) in Q3 2024: 797 shares worth $40.7K. The stake represents 0.16% of the portfolio and ranks #106 among its holdings.

1,993 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Peterson Financial Group held 797 shares of Altria Group worth $40.7K as of Q3 2024.
  • Altria Group was a new Peterson Financial Group position in Q3 2024.
  • Altria Group made up 0.16% of Peterson Financial Group's portfolio in Q3 2024, its #106 holding.
  • 1,993 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.