Safeguard Financial’s Altria Group MO Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-352	Closed	-$15K	–	369
2023 Q2	$15K	Buy	+352	New	+$15.9K	0.01%	292

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

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

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

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

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

Safeguard Financial's MO Position: Q3 2023 in Review

Safeguard Financial sold out of Altria Group (MO) in Q3 2023, closing a stake of 352 shares — an estimated $15K sold.

Safeguard Financial first reported a position in MO in Q2 2023 and held it in 1 quarter. The position peaked at $15K in Q2 2023. 1,836 funds tracked by Wall St. Rank hold MO as of Q3 2023.

Safeguard Financial reported no remaining Altria Group position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 352 Altria Group shares in Q3 2023, an estimated $15K.
Safeguard Financial first reported a position in Altria Group in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Altria Group position peaked at $15K in Q2 2023.
1,836 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.