SkyOak Wealth’s Altria Group MO Stock Holding History

SkyOak Wealth’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 Q3	–	Sell	-10,470	Closed	-$477K	–	253
2024 Q2	$477K	Sell	10,470 -140	-1%	-$6.21K	0.11%	120
2024 Q1	$463K	Sell	10,610 -70	-0.7%	-$2.9K	0.11%	130
2023 Q4	$431K	Hold	10,680	–	–	0.11%	132
2023 Q3	$449K	Hold	10,680	–	–	0.13%	118
2023 Q2	$484K	Hold	10,680	–	–	0.14%	125
2023 Q1	$477K	Hold	10,680	–	–	0.15%	122
2022 Q4	$488K	Hold	10,680	–	–	0.16%	118
2022 Q3	$431K	Hold	10,680	–	–	0.15%	116
2022 Q2	$446K	Hold	10,680	–	–	0.15%	120
2022 Q1	$558K	Hold	10,680	–	–	0.16%	120
2021 Q4	$506K	Hold	10,680	–	–	0.13%	133
2021 Q3	$486K	Hold	10,680	–	–	0.13%	132
2021 Q2	$509K	Hold	10,680	–	–	0.14%	130
2021 Q1	$504K	Hold	10,680	–	–	0.14%	130
2020 Q4	$438K	Hold	10,680	–	–	0.14%	136
2020 Q3	$413K	Sell	10,680 -229	-2%	-$9.53K	0.15%	130
2020 Q2	$428K	Sell	10,909 -126	-1%	-$4.92K	0.16%	141
2020 Q1	$427K	Sell	11,035 -355	-3%	-$15.8K	0.22%	108
2019 Q4	$568K	Buy	+11,390	New	+$537K	0.18%	142

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SkyOak Wealth's MO Position: Q3 2024 in Review

SkyOak Wealth sold out of Altria Group (MO) in Q3 2024, closing a stake of 10,470 shares — an estimated $477K sold.

SkyOak Wealth first reported a position in MO in Q4 2019 and held it in 19 quarters. The position peaked at $568K in Q4 2019. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

SkyOak Wealth reported no remaining Altria Group position as of Q3 2024 after selling out during the quarter.
SkyOak Wealth sold 10,470 Altria Group shares in Q3 2024, an estimated $477K.
SkyOak Wealth first reported a position in Altria Group in Q4 2019 and held it in 19 quarters.
SkyOak Wealth's Altria Group position peaked at $568K in Q4 2019.
1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on SkyOak Wealth's 13F filing for Q3 2024, filed 4 Nov 2024.