Ten Capital Wealth Advisors’s Altria Group MO Stock Holding History

Ten Capital 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 Q2	–	Sell	-400	Closed	-$17.8K	–	402
2023 Q1	$17.8K	Hold	400	–	–	0.01%	311
2022 Q4	$18.3K	Sell	400 -140	-26%	-$6.34K	0.01%	265
2022 Q3	$22K	Buy	540 +140	+35%	+$6.11K	0.01%	234
2022 Q2	$17K	Hold	400	–	–	0.01%	221
2022 Q1	$21K	Hold	400	–	–	0.01%	217
2021 Q4	$19K	Hold	400	–	–	0.01%	226
2021 Q3	$18K	Buy	+400	New	+$19.3K	0.01%	211

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ten Capital Wealth Advisors's MO Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Altria Group (MO) in Q2 2023, closing a stake of 400 shares — an estimated $17.8K sold.

Ten Capital Wealth Advisors first reported a position in MO in Q3 2021 and held it in 7 quarters. The position peaked at $22K in Q3 2022. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 400 Altria Group shares in Q2 2023, an estimated $17.8K.
Ten Capital Wealth Advisors first reported a position in Altria Group in Q3 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Altria Group position peaked at $22K in Q3 2022.
1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.