RVW Wealth’s Altria Group MO Stock Holding History

RVW Wealth’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 Q4	–	Sell	-300	Closed	-$12.6K	–	275
2023 Q3	$12.6K	Buy	+300	New	+$13.3K	﹤0.01%	354

Other funds holding MO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RVW Wealth's MO Position: Q4 2023 in Review

RVW Wealth sold out of Altria Group (MO) in Q4 2023, closing a stake of 300 shares — an estimated $12.6K sold.

RVW Wealth first reported a position in MO in Q3 2023 and held it in 1 quarter. The position peaked at $12.6K in Q3 2023. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

RVW Wealth reported no remaining Altria Group position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 300 Altria Group shares in Q4 2023, an estimated $12.6K.
RVW Wealth first reported a position in Altria Group in Q3 2023 and held it in 1 quarter.
RVW Wealth's Altria Group position peaked at $12.6K in Q3 2023.
1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.