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Sierra Capital’s Altria Group MO Stock Holding History

Sierra 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
Q1 		– Sell
-270
Closed -$12K – 420
2022
Q4 		$12K Hold
270
– – ﹤0.01% 343
2022
Q3 		$11K Sell
270
-1,402
-84% -$61.2K ﹤0.01% 361
2022
Q2 		$70K Sell
1,672
-23
-1% -$1.19K 0.01% 298
2022
Q1 		$89K Sell
1,695
-93
-5% -$4.74K 0.01% 296
2021
Q4 		$85K Buy
1,788
+200
+13% +$9.16K 0.01% 309
2021
Q3 		$72K Hold
1,588
– – 0.01% 289
2021
Q2 		$76K Hold
1,588
– – 0.01% 267
2021
Q1 		$81K Buy
+1,588
New +$71.2K 0.02% 255

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sierra Capital's MO Position: Q1 2023 in Review

Sierra Capital sold out of Altria Group (MO) in Q1 2023, closing a stake of 270 shares — an estimated $12K sold.

Sierra Capital first reported a position in MO in Q1 2021 and held it in 8 quarters. The position peaked at $89K in Q1 2022. 1,868 funds tracked by Wall St. Rank hold MO as of Q1 2023.

  • Sierra Capital reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 270 Altria Group shares in Q1 2023, an estimated $12K.
  • Sierra Capital first reported a position in Altria Group in Q1 2021 and held it in 8 quarters.
  • Sierra Capital's Altria Group position peaked at $89K in Q1 2022.
  • 1,868 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.