RE Dickinson Investment Advisors’s Altria Group MO Stock Holding History

RE Dickinson Investment 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
2024 Q4	$132K	Hold	2,520	–	–	0.07%	59
2024 Q3	$129K	Hold	2,520	–	–	0.07%	60
2024 Q2	$115K	Hold	2,520	–	–	0.07%	63
2024 Q1	$110K	Hold	2,520	–	–	0.07%	59
2023 Q4	$102K	Hold	2,520	–	–	0.07%	59
2023 Q3	$106K	Hold	2,520	–	–	0.07%	58
2023 Q2	$114K	Hold	2,520	–	–	0.04%	109
2023 Q1	$112K	Hold	2,520	–	–	0.04%	117
2022 Q4	$115K	Hold	2,520	–	–	0.05%	101
2022 Q3	$102K	Hold	2,520	–	–	0.08%	52
2022 Q2	$105K	Hold	2,520	–	–	0.01%	52
2022 Q1	$132K	Hold	2,520	–	–	0.09%	55
2021 Q4	$119K	Buy	+2,520	New	+$115K	0.09%	50

Other funds holding MO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RE Dickinson Investment Advisors's MO Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Altria Group (MO) position steady in Q4 2024 at 2,520 shares worth $132K. The position accounts for 0.07% of the portfolio, ranked #59.

RE Dickinson Investment Advisors first reported a position in MO in Q4 2021 and has held it in 13 quarters since. The position peaked at $132K in Q1 2022. 2,170 funds tracked by Wall St. Rank hold MO as of Q4 2024.

RE Dickinson Investment Advisors held 2,520 shares of Altria Group worth $132K as of Q4 2024.
RE Dickinson Investment Advisors left its Altria Group share count unchanged in Q4 2024.
Altria Group made up 0.07% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #59 holding.
RE Dickinson Investment Advisors first reported a position in Altria Group in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Altria Group position peaked at $132K in Q1 2022.
2,170 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.