PFG Private Wealth Management’s Altria Group MO Stock Holding History

PFG Private Wealth Management’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	-20	Closed	-$892	–	290
2023 Q1	$892	Sell	20 -123	-86%	-$5.66K	﹤0.01%	268
2022 Q4	$7K	Buy	143 +123	+615%	+$5.57K	﹤0.01%	203
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	325
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	302
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	287
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	300
2021 Q3	$1K	Buy	+20	New	+$966	﹤0.01%	294

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

PFG Private Wealth Management's MO Position: Q2 2023 in Review

PFG Private Wealth Management sold out of Altria Group (MO) in Q2 2023, closing a stake of 20 shares — an estimated $892 sold.

PFG Private Wealth Management first reported a position in MO in Q3 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2022. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

PFG Private Wealth Management reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
PFG Private Wealth Management sold 20 Altria Group shares in Q2 2023, an estimated $892.
PFG Private Wealth Management first reported a position in Altria Group in Q3 2021 and held it in 7 quarters.
PFG Private Wealth Management's Altria Group position peaked at $7K in Q4 2022.
1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on PFG Private Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.