Rebalance’s Altria Group MO Stock Holding History

Rebalance’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 Q1	–	Sell	-190	Closed	-$8.69K	–	110
2022 Q4	$8.69K	Buy	+190	New	+$8.61K	﹤0.01%	128

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Rebalance's MO Position: Q1 2023 in Review

Rebalance sold out of Altria Group (MO) in Q1 2023, closing a stake of 190 shares — an estimated $8.69K sold.

Rebalance first reported a position in MO in Q4 2022 and held it in 1 quarter. The position peaked at $8.69K in Q4 2022. 1,872 funds tracked by Wall St. Rank hold MO as of Q1 2023.

Rebalance reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
Rebalance sold 190 Altria Group shares in Q1 2023, an estimated $8.69K.
Rebalance first reported a position in Altria Group in Q4 2022 and held it in 1 quarter.
Rebalance's Altria Group position peaked at $8.69K in Q4 2022.
1,872 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.