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Towerpoint Wealth’s Altria Group MO Stock Holding History

Towerpoint Wealth’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
Q4 		– Sell
-5,613
Closed -$287K – 85
2024
Q3 		$287K Sell
5,613
-463
-8% -$23.4K 0.14% 68
2024
Q2 		$277K Buy
6,076
+38
+0.6% +$1.69K 0.14% 65
2024
Q1 		$263K Buy
6,038
+40
+0.7% +$1.66K 0.13% 68
2023
Q4 		$242K Buy
5,998
+38
+0.6% +$1.57K 0.13% 69
2023
Q3 		$251K Buy
5,960
+34
+0.6% +$1.5K 0.15% 66
2023
Q2 		$268K Buy
5,926
+31
+0.5% +$1.4K 0.15% 71
2023
Q1 		$263K Sell
5,895
-3,014
-34% -$139K 0.15% 68
2022
Q4 		$407K Hold
8,909
– – 0.24% 60
2022
Q3 		$360K Hold
8,909
– – 0.22% 61
2022
Q2 		$372K Hold
8,909
– – 0.22% 62
2022
Q1 		$465K Sell
8,909
-170
-2% -$8.66K 0.23% 55
2021
Q4 		$430K Buy
9,079
+450
+5% +$20.6K 0.2% 54
2021
Q3 		$393K Sell
8,629
-525
-6% -$25.4K 0.2% 52
2021
Q2 		$436K Buy
9,154
+525
+6% +$25.8K 0.22% 51
2021
Q1 		$441K Hold
8,629
– – 0.21% 50
2020
Q4 		$354K Hold
8,629
– – 0.18% 53
2020
Q3 		$333K Sell
8,629
-100
-1% -$4.16K 0.19% 47
2020
Q2 		$343K Buy
8,729
+1,543
+21% +$60.2K 0.21% 45
2020
Q1 		$278K Buy
7,186
+29
+0.4% +$1.29K 0.22% 44
2019
Q4 		$357K Sell
7,157
-281
-4% -$13.3K 0.24% 39
2019
Q3 		$304K Hold
7,438
– – 0.21% 40
2019
Q2 		$350K Hold
7,438
– – 0.25% 38
2019
Q1 		$427K Buy
+7,438
New +$380K 0.3% 32

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Towerpoint Wealth's MO Position: Q4 2024 in Review

Towerpoint Wealth sold out of Altria Group (MO) in Q4 2024, closing a stake of 5,613 shares — an estimated $287K sold.

Towerpoint Wealth first reported a position in MO in Q1 2019 and held it in 23 quarters. The position peaked at $465K in Q1 2022. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Towerpoint Wealth reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
  • Towerpoint Wealth sold 5,613 Altria Group shares in Q4 2024, an estimated $287K.
  • Towerpoint Wealth first reported a position in Altria Group in Q1 2019 and held it in 23 quarters.
  • Towerpoint Wealth's Altria Group position peaked at $465K in Q1 2022.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Towerpoint Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.