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Summit Wealth Group’s Altria Group MO Stock Holding History

Summit Wealth Group’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
Q2 		– Sell
-117,574
Closed -$3K – 191
2023
Q1 		$3K Buy
+117,574
New +$5.41M 0.07% 71
2022
Q2 		– Sell
-3,888
Closed -$203K – 26
2022
Q1 		$203K Buy
+3,888
New +$198K 0.21% 27
2021
Q3 		– Sell
-280
Closed -$13K – 154
2021
Q2 		$13K Hold
280
– – 0.02% 96
2021
Q1 		$14K Buy
+280
New +$12.5K 0.02% 86

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Summit Wealth Group's MO Position: Q2 2023 in Review

Summit Wealth Group sold out of Altria Group (MO) in Q2 2023, closing a stake of 117,574 shares — an estimated $3K sold.

Summit Wealth Group first reported a position in MO in Q1 2021 and held it in 4 quarters. The position peaked at $203K in Q1 2022. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • Summit Wealth Group reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 117,574 Altria Group shares in Q2 2023, an estimated $3K.
  • Summit Wealth Group first reported a position in Altria Group in Q1 2021 and held it in 4 quarters.
  • Summit Wealth Group's Altria Group position peaked at $203K in Q1 2022.
  • 1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.