Sanctuary Wealth Management’s Altria Group MO Stock Holding History

Sanctuary 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 Q4	$32.1K	Hold	614	–	–	0.02%	112
2024 Q3	$31.3K	Hold	614	–	–	0.02%	121
2024 Q2	$28K	Sell	614 -1,441	-70%	-$63.9K	0.02%	112
2024 Q1	$89.6K	Hold	2,055	–	–	0.07%	68
2023 Q4	$82.9K	Hold	2,055	–	–	0.08%	66
2023 Q3	$86.4K	Buy	2,055 +41	+2%	+$1.81K	0.09%	57
2023 Q2	$91.2K	Buy	+2,014	New	+$91.2K	0.1%	54
2022 Q4	$92.1K	Buy	+2,014	New	+$91.2K	0.11%	48
2018 Q1	–	Sell	-3,029	Closed	-$216K	–	19
2017 Q4	$216K	Buy	+3,029	New	+$203K	0.2%	17

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Sanctuary Wealth Management's MO Position: Q4 2024 in Review

Sanctuary Wealth Management held its Altria Group (MO) position steady in Q4 2024 at 614 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #112.

Sanctuary Wealth Management first reported a position in MO in Q4 2017 and has held it in 9 quarters since. The position peaked at $216K in Q4 2017. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

Sanctuary Wealth Management held 614 shares of Altria Group worth $32.1K as of Q4 2024.
Sanctuary Wealth Management left its Altria Group share count unchanged in Q4 2024.
Altria Group made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #112 holding.
Sanctuary Wealth Management first reported a position in Altria Group in Q4 2017 and has held it in 9 quarters since.
Sanctuary Wealth Management's Altria Group position peaked at $216K in Q4 2017.
2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.