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Surevest’s Altria Group MO Stock Holding History

Surevest’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
Q3 		$49K Hold
1,222
– – 0.01% 188
2022
Q2 		$51K Hold
1,222
– – 0.01% 199
2022
Q1 		$64K Hold
1,222
– – 0.02% 174
2021
Q4 		$58K Buy
+1,222
New +$56K 0.01% 177

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Surevest's MO Position: Q3 2022 in Review

Surevest held its Altria Group (MO) position steady in Q3 2022 at 1,222 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #188.

Surevest first reported a position in MO in Q4 2021 and has held it in 4 quarters since. The position peaked at $64K in Q1 2022. 1,762 funds tracked by Wall St. Rank hold MO as of Q3 2022.

  • Surevest held 1,222 shares of Altria Group worth $49K as of Q3 2022.
  • Surevest left its Altria Group share count unchanged in Q3 2022.
  • Altria Group made up 0.01% of Surevest's portfolio in Q3 2022, its #188 holding.
  • Surevest first reported a position in Altria Group in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Altria Group position peaked at $64K in Q1 2022.
  • 1,762 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.