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Sutton Wealth Advisors’s Altria Group MO Stock Holding History

Sutton Wealth Advisors’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
Q3 		$127K Buy
3,011
+118
+4% +$5.21K 0.06% 147
2023
Q2 		$131K Buy
2,893
+36
+1% +$1.63K 0.06% 144
2023
Q1 		$127K Sell
2,857
-1,711
-37% -$78.7K 0.07% 140
2022
Q4 		$209K Buy
4,568
+62
+1% +$2.81K 0.08% 168
2022
Q3 		$182K Buy
4,506
+295
+7% +$12.9K 0.07% 178
2022
Q2 		$176K Sell
4,211
-16
-0.4% -$828 0.07% 179
2022
Q1 		$221K Buy
4,227
+130
+3% +$6.62K 0.08% 170
2021
Q4 		$194K Sell
4,097
-1,182
-22% -$54.2K 0.06% 181
2021
Q3 		$240K Buy
5,279
+168
+3% +$8.11K 0.09% 159
2021
Q2 		$244K Sell
5,111
-590
-10% -$29K 0.09% 158
2021
Q1 		$292K Sell
5,701
-441
-7% -$19.8K 0.11% 129
2020
Q4 		$252K Buy
6,142
+1,352
+28% +$54.3K 0.11% 135
2020
Q3 		$185K Sell
4,790
-67
-1% -$2.79K 0.09% 150
2020
Q2 		$191K Sell
4,857
-1,839
-27% -$71.7K 0.1% 142
2020
Q1 		$259K Sell
6,696
-1,281
-16% -$56.8K 0.16% 102
2019
Q4 		$398K Sell
7,977
-2,791
-26% -$132K 0.2% 85
2019
Q3 		$440K Sell
10,768
-72
-0.7% -$3.31K 0.25% 71
2019
Q2 		$513K Sell
10,840
-40
-0.4% -$2.1K 0.29% 57
2019
Q1 		$625K Sell
10,880
-94
-0.9% -$4.8K 0.36% 47
2018
Q4 		$542K Sell
10,974
-1,216
-10% -$70.5K 0.35% 49
2018
Q3 		$735K Hold
12,190
– – 0.48% 35
2018
Q2 		$692K Sell
12,190
-36
-0.3% -$2.08K 0.48% 34
2018
Q1 		$762K Hold
12,226
– – 0.55% 29
2017
Q4 		$873K Sell
12,226
-26
-0.2% -$1.74K 0.64% 23
2017
Q3 		$777K Hold
12,252
– – 0.59% 24
2017
Q2 		$912K Hold
12,252
– – 0.72% 20
2017
Q1 		$875K Buy
12,252
+70
+0.6% +$5.07K 0.73% 19
2016
Q4 		$824K Hold
12,182
– – 0.74% 19
2016
Q3 		$770K Buy
12,182
+81
+0.7% +$5.38K 0.7% 20
2016
Q2 		$834K Sell
12,101
-786
-6% -$50.3K 0.79% 20
2016
Q1 		$807K Buy
+12,887
New +$779K 0.77% 22

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's MO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Altria Group (MO) stake by 4.1% in Q3 2023, buying an estimated $5.21K and bringing the position to 3,011 shares worth $127K. The position accounts for 0.06% of the portfolio, ranked #147.

Sutton Wealth Advisors first reported a position in MO in Q1 2016 and has held it in 31 quarters since. The position peaked at $912K in Q2 2017. 1,837 funds tracked by Wall St. Rank hold MO as of Q3 2023.

  • Sutton Wealth Advisors held 3,011 shares of Altria Group worth $127K as of Q3 2023.
  • Sutton Wealth Advisors bought 118 Altria Group shares in Q3 2023, an estimated $5.21K.
  • Altria Group made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #147 holding.
  • Sutton Wealth Advisors first reported a position in Altria Group in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Altria Group position peaked at $912K in Q2 2017.
  • 1,837 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.