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Surience Private Wealth’s Altria Group MO Stock Holding History

Surience Private 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
2023
Q1 		– Sell
-75,759
Closed -$3.46M – 22
2022
Q4 		$3.46M Buy
+75,759
New +$3.43M 4.6% 8

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 $609B AUM 40.19% 1-Year Est. Return

Surience Private Wealth's MO Position: Q1 2023 in Review

Surience Private Wealth sold out of Altria Group (MO) in Q1 2023, closing a stake of 75,759 shares — an estimated $3.46M sold.

Surience Private Wealth first reported a position in MO in Q4 2022 and held it in 1 quarter. The position peaked at $3.46M in Q4 2022. 1,869 funds tracked by Wall St. Rank hold MO as of Q1 2023.

  • Surience Private Wealth reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
  • Surience Private Wealth sold 75,759 Altria Group shares in Q1 2023, an estimated $3.46M.
  • Surience Private Wealth first reported a position in Altria Group in Q4 2022 and held it in 1 quarter.
  • Surience Private Wealth's Altria Group position peaked at $3.46M in Q4 2022.
  • 1,869 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Surience Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.