Selective Wealth Management’s Altria Group MO Stock Holding History

Selective 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
2022 Q4	–	Sell	-4,033	Closed	-$163K	–	489
2022 Q3	$163K	Hold	4,033	–	–	0.07%	152
2022 Q2	$168K	Sell	4,033 -811	-17%	-$42K	0.06%	160
2022 Q1	$253K	Hold	4,844	–	–	0.09%	110
2021 Q4	$230K	Sell	4,844 -200	-4%	-$9.16K	0.09%	110
2021 Q3	$230K	Sell	5,044 -4,270	-46%	-$206K	0.12%	95
2021 Q2	$444K	Buy	9,314 +1,150	+14%	+$56.5K	0.35%	37
2021 Q1	$418K	Buy	8,164 +2,647	+48%	+$119K	0.38%	34
2020 Q4	$226K	Buy	5,517 +5,117	+1,279%	+$205K	0.15%	54
2020 Q3	$15K	Hold	400	–	–	0.01%	175
2020 Q2	$16K	Buy	400 +100	+33%	+$3.9K	0.01%	197
2020 Q1	$12K	Hold	300	–	–	0.02%	143
2019 Q4	$15K	Hold	300	–	–	0.02%	139
2019 Q3	$12K	Buy	+300	New	+$13.8K	0.02%	159
2018 Q3	$18K	Buy	+300	New	+$17.8K	0.22%	61

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Selective Wealth Management's MO Position: Q4 2022 in Review

Selective Wealth Management sold out of Altria Group (MO) in Q4 2022, closing a stake of 4,033 shares — an estimated $163K sold.

Selective Wealth Management first reported a position in MO in Q3 2018 and held it in 14 quarters. The position peaked at $444K in Q2 2021. 1,895 funds tracked by Wall St. Rank hold MO as of Q4 2022.

Selective Wealth Management reported no remaining Altria Group position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4,033 Altria Group shares in Q4 2022, an estimated $163K.
Selective Wealth Management first reported a position in Altria Group in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Altria Group position peaked at $444K in Q2 2021.
1,895 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.