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TFO Wealth Partners’s Altria Group MO Stock Holding History

TFO Wealth 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
Q2 		– Sell
-7
Closed -$305 – 491
2024
Q1 		$305 Hold
7
– – ﹤0.01% 397
2023
Q4 		$282 Hold
7
– – ﹤0.01% 536
2023
Q3 		$317 Hold
7
– – ﹤0.01% 635
2023
Q2 		$317 Hold
7
– – ﹤0.01% 393
2023
Q1 		$312 Sell
7
-14
-67% -$644 ﹤0.01% 366
2022
Q4 		$1.25K Buy
+21
New +$951 ﹤0.01% 319
2022
Q3 		– Sell
-259
Closed -$11K – 353
2022
Q2 		$11K Buy
+259
New +$13.4K ﹤0.01% 120
2021
Q3 		– Sell
-60
Closed -$3K – 167
2021
Q2 		$3K Buy
+60
New +$2.95K ﹤0.01% 100

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's MO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Altria Group (MO) in Q2 2024, closing a stake of 7 shares — an estimated $305 sold.

TFO Wealth Partners first reported a position in MO in Q2 2021 and held it in 8 quarters. The position peaked at $11K in Q2 2022. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Altria Group shares in Q2 2024, an estimated $305.
  • TFO Wealth Partners first reported a position in Altria Group in Q2 2021 and held it in 8 quarters.
  • TFO Wealth Partners's Altria Group position peaked at $11K in Q2 2022.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.