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Scissortail Wealth Management’s Altria Group MO Stock Holding History

Scissortail 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
Q1 		– Sell
-12,998
Closed -$527K – 178
2023
Q4 		$527K Buy
+12,998
New +$538K 0.17% 101
2023
Q1 		– Sell
-11,725
Closed -$553K – 95
2022
Q4 		$553K Buy
+11,725
New +$531K 0.32% 66
2022
Q3 		– Sell
-4,245
Closed -$201K – 125
2022
Q2 		$201K Buy
+4,245
New +$220K 0.08% 82
2022
Q1 		– Sell
-4,245
Closed -$201K – 126
2021
Q4 		$201K Buy
+4,245
New +$195K 0.08% 82

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Scissortail Wealth Management's MO Position: Q1 2024 in Review

Scissortail Wealth Management sold out of Altria Group (MO) in Q1 2024, closing a stake of 12,998 shares — an estimated $527K sold.

Scissortail Wealth Management first reported a position in MO in Q4 2021 and held it in 4 quarters. The position peaked at $553K in Q4 2022. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • Scissortail Wealth Management reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 12,998 Altria Group shares in Q1 2024, an estimated $527K.
  • Scissortail Wealth Management first reported a position in Altria Group in Q4 2021 and held it in 4 quarters.
  • Scissortail Wealth Management's Altria Group position peaked at $553K in Q4 2022.
  • 1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.