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Timelo Investment Management’s Altria Group MO Stock Holding History

Timelo Investment Management’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
-20,000
Closed -$872K – 34
2024
Q1 		$872K Hold
20,000
– – 0.33% 29
2023
Q4 		$807K Sell
20,000
-10,000
-33% -$414K 0.7% 20
2023
Q3 		$1.26M Hold
30,000
– – 1.66% 13
2023
Q2 		$1.36M Buy
+30,000
New +$1.36M 0.94% 18

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

Timelo Investment Management's MO Position: Q2 2024 in Review

Timelo Investment Management sold out of Altria Group (MO) in Q2 2024, closing a stake of 20,000 shares — an estimated $872K sold.

Timelo Investment Management first reported a position in MO in Q2 2023 and held it in 4 quarters. The position peaked at $1.36M in Q2 2023. 1,914 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Timelo Investment Management reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • Timelo Investment Management sold 20,000 Altria Group shares in Q2 2024, an estimated $872K.
  • Timelo Investment Management first reported a position in Altria Group in Q2 2023 and held it in 4 quarters.
  • Timelo Investment Management's Altria Group position peaked at $1.36M in Q2 2023.
  • 1,914 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Timelo Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.