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Tiedemann Advisors’s Altria Group MO Stock Holding History

Tiedemann 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 		$264K Buy
+6,145
New +$272K 0.01% 231
2022
Q2 		– Sell
-7,097
Closed -$378K – 286
2022
Q1 		$378K Buy
7,097
+130
+2% +$6.62K 0.02% 211
2021
Q4 		$337K Hold
6,967
– – 0.02% 227
2021
Q3 		$324K Sell
6,967
-7,236
-51% -$349K 0.02% 235
2021
Q2 		$691K Buy
14,203
+56
+0.4% +$2.75K 0.03% 203
2021
Q1 		$736K Buy
14,147
+217
+2% +$9.72K 0.03% 186
2020
Q4 		$584K Sell
13,930
-2,727
-16% -$109K 0.03% 192
2020
Q3 		$659K Buy
16,657
+100
+0.6% +$4.16K 0.03% 208
2020
Q2 		$663K Buy
16,557
+1,881
+13% +$73.4K 0.04% 194
2020
Q1 		$580K Buy
14,676
+3,101
+27% +$138K 0.04% 194
2019
Q4 		$587K Sell
11,575
-3,657
-24% -$172K 0.03% 197
2019
Q3 		$635K Sell
15,232
-1,708
-10% -$78.6K 0.03% 206
2019
Q2 		$817K Buy
16,940
+97
+0.6% +$5.08K 0.04% 169
2019
Q1 		$979K Sell
16,843
-829
-5% -$42.4K 0.05% 220
2018
Q4 		$888K Sell
17,672
-1,996
-10% -$116K 0.05% 219
2018
Q3 		$1.2M Sell
19,668
-187
-0.9% -$11.1K 0.07% 153
2018
Q2 		$1.14M Buy
19,855
+1,561
+9% +$90K 0.07% 150
2018
Q1 		$1.15M Sell
18,294
-78
-0.4% -$5.17K 0.08% 138
2017
Q4 		$1.32M Buy
18,372
+9,386
+104% +$629K 0.1% 102
2017
Q3 		$572K Sell
8,986
-81,321
-90% -$5.42M 0.05% 199
2017
Q2 		$50.1M Buy
90,307
+53,325
+144% +$3.9M 3.64% 4
2017
Q1 		$2.64M Buy
36,982
+7,005
+23% +$507K 0.22% 93
2016
Q4 		$2.03M Buy
29,977
+6,353
+27% +$409K 0.2% 90
2016
Q3 		$1.53M Buy
+23,624
New +$1.57M 0.32% 39

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

Tiedemann Advisors's MO Position: Q3 2023 in Review

Tiedemann Advisors opened a new position in Altria Group (MO) in Q3 2023: 6,145 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings. This is a return to the name: Tiedemann Advisors previously reported a position in MO as recently as Q1 2022.

Tiedemann Advisors first reported a position in MO in Q3 2016 and has held it in 24 quarters since. The position peaked at $50.1M in Q2 2017. 1,836 funds tracked by Wall St. Rank hold MO as of Q3 2023.

  • Tiedemann Advisors held 6,145 shares of Altria Group worth $264K as of Q3 2023.
  • Altria Group was a new Tiedemann Advisors position in Q3 2023.
  • Altria Group made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #231 holding.
  • Tiedemann Advisors first reported a position in Altria Group in Q3 2016 and has held it in 24 quarters since.
  • Tiedemann Advisors's Altria Group position peaked at $50.1M in Q2 2017.
  • 1,836 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.