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Sweet Financial Partners’s Altria Group MO Stock Holding History

Sweet Financial Partners’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
Q3 		$206K Buy
+4,042
New +$204K 0.04% 189
2023
Q4 		– Sell
-4,795
Closed -$202K – 184
2023
Q3 		$202K Buy
+4,795
New +$212K 0.05% 168

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sweet Financial Partners's MO Position: Q3 2024 in Review

Sweet Financial Partners opened a new position in Altria Group (MO) in Q3 2024: 4,042 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #189 among its holdings. This is a return to the name: Sweet Financial Partners previously reported a position in MO as recently as Q3 2023.

Sweet Financial Partners first reported a position in MO in Q3 2023 and has held it in 2 quarters since. 1,994 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Sweet Financial Partners held 4,042 shares of Altria Group worth $206K as of Q3 2024.
  • Altria Group was a new Sweet Financial Partners position in Q3 2024.
  • Altria Group made up 0.04% of Sweet Financial Partners's portfolio in Q3 2024, its #189 holding.
  • Sweet Financial Partners first reported a position in Altria Group in Q3 2023 and has held it in 2 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.