RWM
MO icon

Rockwood Wealth Management’s Altria Group MO Stock Holding History

Rockwood 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
2024
Q1 		– Sell
-15,193
Closed -$613K – 83
2023
Q4 		$613K Buy
+15,193
New +$628K 0.09% 42

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rockwood Wealth Management's MO Position: Q1 2024 in Review

Rockwood Wealth Management sold out of Altria Group (MO) in Q1 2024, closing a stake of 15,193 shares — an estimated $613K sold.

Rockwood Wealth Management first reported a position in MO in Q4 2023 and held it in 1 quarter. The position peaked at $613K in Q4 2023. 1,900 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • Rockwood Wealth Management reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
  • Rockwood Wealth Management sold 15,193 Altria Group shares in Q1 2024, an estimated $613K.
  • Rockwood Wealth Management first reported a position in Altria Group in Q4 2023 and held it in 1 quarter.
  • Rockwood Wealth Management's Altria Group position peaked at $613K in Q4 2023.
  • 1,900 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Rockwood Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.