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Royal Capital Wealth Management’s Altria Group MO Stock Holding History

Royal Capital 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
-8,878
Closed -$396K – 101
2023
Q1 		$396K Buy
8,878
+148
+2% +$6.8K 0.4% 51
2022
Q4 		$399K Sell
8,730
-1,861
-18% -$84.3K 0.42% 51
2022
Q3 		$428K Buy
10,591
+509
+5% +$22.2K 0.5% 44
2022
Q2 		$421K Buy
10,082
+702
+7% +$36.3K 0.46% 49
2022
Q1 		$490K Buy
9,380
+440
+5% +$22.4K 0.48% 50
2021
Q4 		$424K Buy
+8,940
New +$410K 0.41% 62

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Capital Wealth Management's MO Position: Q2 2023 in Review

Royal Capital Wealth Management sold out of Altria Group (MO) in Q2 2023, closing a stake of 8,878 shares — an estimated $396K sold.

Royal Capital Wealth Management first reported a position in MO in Q4 2021 and held it in 6 quarters. The position peaked at $490K in Q1 2022. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • Royal Capital Wealth Management reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
  • Royal Capital Wealth Management sold 8,878 Altria Group shares in Q2 2023, an estimated $396K.
  • Royal Capital Wealth Management first reported a position in Altria Group in Q4 2021 and held it in 6 quarters.
  • Royal Capital Wealth Management's Altria Group position peaked at $490K in Q1 2022.
  • 1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Royal Capital Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.