Steward Partners Investment Solutions’s Altria Group MO Stock Holding History

Steward Partners Investment Solutions’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	$325K	Buy	+7,441	New	+$309K	0.05%	202

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Partners Investment Solutions's MO Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Altria Group (MO) in Q1 2024: 7,441 shares worth $325K. The stake represents 0.05% of the portfolio and ranks #202 among its holdings.

1,903 funds tracked by Wall St. Rank hold MO as of Q1 2024.

Steward Partners Investment Solutions held 7,441 shares of Altria Group worth $325K as of Q1 2024.
Altria Group was a new Steward Partners Investment Solutions position in Q1 2024.
Altria Group made up 0.05% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #202 holding.
1,903 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.