Traverso Chambers Private Wealth Management’s Altria Group MO Stock Holding History

Traverso Chambers Private Wealth 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
2023 Q4	$1.33M	Hold	33,074	–	–	0.32%	43
2023 Q3	$1.39M	Hold	33,074	–	–	0.37%	41
2023 Q2	$1.5M	Sell	33,074 -151	-0.5%	-$6.84K	0.39%	37
2023 Q1	$1.48M	Hold	33,225	–	–	0.41%	35
2022 Q4	$1.52M	Buy	33,225 +150	+0.5%	+$6.79K	0.44%	36
2022 Q3	$1.34M	Hold	33,075	–	–	0.41%	38
2022 Q2	$1.38M	Hold	33,075	–	–	0.46%	33
2022 Q1	$1.73M	Hold	33,075	–	–	0.52%	31
2021 Q4	$1.57M	Buy	33,075 +350	+1%	+$16K	0.46%	32
2021 Q3	$1.49M	Hold	32,725	–	–	0.46%	30
2021 Q2	$1.56M	Buy	32,725 +250	+0.8%	+$12.3K	0.49%	28
2021 Q1	$1.66M	Hold	32,475	–	–	0.56%	27
2020 Q4	$1.33M	Sell	32,475 -2,385	-7%	-$95.8K	0.48%	30
2020 Q3	$1.35M	Sell	34,860 -410	-1%	-$17.1K	0.52%	27
2020 Q2	$1.38M	Sell	35,270 -1,153	-3%	-$45K	0.58%	26
2020 Q1	$1.41M	Buy	36,423 +1,541	+4%	+$68.4K	0.66%	24
2019 Q4	$1.74M	Sell	34,882 -166	-0.5%	-$7.83K	0.74%	23
2019 Q3	$1.43M	Buy	35,048 +250	+0.7%	+$11.5K	0.68%	23
2019 Q2	$1.69M	Sell	34,798 -382	-1%	-$20K	0.83%	21
2019 Q1	$2.02M	Buy	35,180 +50	+0.1%	+$2.56K	0.99%	16
2018 Q4	$1.74M	Buy	+35,130	New	+$2.04M	0.94%	16

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Traverso Chambers Private Wealth Management's MO Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its Altria Group (MO) position steady in Q4 2023 at 33,074 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #43.

Traverso Chambers Private Wealth Management first reported a position in MO in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.02M in Q1 2019. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

Traverso Chambers Private Wealth Management held 33,074 shares of Altria Group worth $1.33M as of Q4 2023.
Traverso Chambers Private Wealth Management left its Altria Group share count unchanged in Q4 2023.
Altria Group made up 0.32% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #43 holding.
Traverso Chambers Private Wealth Management first reported a position in Altria Group in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Altria Group position peaked at $2.02M in Q1 2019.
1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.