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PYA Waltman Capital’s Altria Group MO Stock Holding History

PYA Waltman Capital’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
2022
Q4 		– Sell
-995
Closed -$40K – 142
2022
Q3 		$40K Hold
995
– – 0.02% 105
2022
Q2 		$42K Hold
995
– – 0.02% 106
2022
Q1 		$52K Hold
995
– – 0.03% 100
2021
Q4 		$47K Buy
+995
New +$45.6K 0.02% 94

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PYA Waltman Capital's MO Position: Q4 2022 in Review

PYA Waltman Capital sold out of Altria Group (MO) in Q4 2022, closing a stake of 995 shares — an estimated $40K sold.

PYA Waltman Capital first reported a position in MO in Q4 2021 and held it in 4 quarters. The position peaked at $52K in Q1 2022. 1,895 funds tracked by Wall St. Rank hold MO as of Q4 2022.

  • PYA Waltman Capital reported no remaining Altria Group position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 995 Altria Group shares in Q4 2022, an estimated $40K.
  • PYA Waltman Capital first reported a position in Altria Group in Q4 2021 and held it in 4 quarters.
  • PYA Waltman Capital's Altria Group position peaked at $52K in Q1 2022.
  • 1,895 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.