SBB Research Group’s Altria Group MO Stock Holding History

SBB Research Group’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	-9,451	Closed	-$422K	–	37
2023 Q1	$422K	Buy	+9,451	New	+$434K	0.59%	24

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $609B AUM 40.19% 1-Year Est. Return

SBB Research Group's MO Position: Q2 2023 in Review

SBB Research Group sold out of Altria Group (MO) in Q2 2023, closing a stake of 9,451 shares — an estimated $422K sold.

SBB Research Group first reported a position in MO in Q1 2023 and held it in 1 quarter. The position peaked at $422K in Q1 2023. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

SBB Research Group reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
SBB Research Group sold 9,451 Altria Group shares in Q2 2023, an estimated $422K.
SBB Research Group first reported a position in Altria Group in Q1 2023 and held it in 1 quarter.
SBB Research Group's Altria Group position peaked at $422K in Q1 2023.
1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on SBB Research Group's 13F filing for Q2 2023, filed 10 Aug 2023.