Tennessee Valley Asset Management Partners’s Altria Group MO Stock Holding History

Tennessee Valley Asset Management 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 Q1	–	Sell	-1,068	Closed	-$43.1K	–	496
2023 Q4	$43.1K	Buy	+1,068	New	+$44.2K	0.01%	248
2019 Q3	–	Sell	-10,147	Closed	-$480K	–	62
2019 Q2	$480K	Buy	10,147 +28	+0.3%	+$1.47K	0.36%	34
2019 Q1	$581K	Buy	10,119 +29	+0.3%	+$1.48K	0.5%	28
2018 Q4	$498K	Buy	+10,090	New	+$585K	0.57%	30

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

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

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

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

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

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

Tennessee Valley Asset Management Partners's MO Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Altria Group (MO) in Q1 2024, closing a stake of 1,068 shares — an estimated $43.1K sold.

Tennessee Valley Asset Management Partners first reported a position in MO in Q4 2018 and held it in 4 quarters. The position peaked at $581K in Q1 2019. 1,900 funds tracked by Wall St. Rank hold MO as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 1,068 Altria Group shares in Q1 2024, an estimated $43.1K.
Tennessee Valley Asset Management Partners first reported a position in Altria Group in Q4 2018 and held it in 4 quarters.
Tennessee Valley Asset Management Partners's Altria Group position peaked at $581K in Q1 2019.
1,900 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.