Schoolcraft Capital’s Altria Group MO Stock Holding History

Schoolcraft Capital’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	-6,225	Closed	-$262K	–	75
2023 Q3	$262K	Hold	6,225	–	–	0.07%	66
2023 Q2	$282K	Buy	+6,225	New	+$282K	0.08%	63

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

Schoolcraft Capital's MO Position: Q4 2023 in Review

Schoolcraft Capital sold out of Altria Group (MO) in Q4 2023, closing a stake of 6,225 shares — an estimated $262K sold.

Schoolcraft Capital first reported a position in MO in Q2 2023 and held it in 2 quarters. The position peaked at $282K in Q2 2023. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

Schoolcraft Capital reported no remaining Altria Group position as of Q4 2023 after selling out during the quarter.
Schoolcraft Capital sold 6,225 Altria Group shares in Q4 2023, an estimated $262K.
Schoolcraft Capital first reported a position in Altria Group in Q2 2023 and held it in 2 quarters.
Schoolcraft Capital's Altria Group position peaked at $282K in Q2 2023.
1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on Schoolcraft Capital's 13F filing for Q4 2023, filed 29 Jan 2024.