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True Capital Management’s Altria Group MO Stock Holding History

True Capital 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
Q1 		$407K Buy
9,116
+153
+2% +$7.03K 0.28% 69
2022
Q4 		$410K Buy
+8,963
New +$406K 0.33% 65

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

True Capital Management's MO Position: Q1 2023 in Review

True Capital Management increased its Altria Group (MO) stake by 1.7% in Q1 2023, buying an estimated $7.03K and bringing the position to 9,116 shares worth $407K. The position accounts for 0.28% of the portfolio, ranked #69.

True Capital Management first reported a position in MO in Q4 2022 and has held it in 2 quarters since. The position peaked at $410K in Q4 2022. 1,868 funds tracked by Wall St. Rank hold MO as of Q1 2023.

  • True Capital Management held 9,116 shares of Altria Group worth $407K as of Q1 2023.
  • True Capital Management bought 153 Altria Group shares in Q1 2023, an estimated $7.03K.
  • Altria Group made up 0.28% of True Capital Management's portfolio in Q1 2023, its #69 holding.
  • True Capital Management first reported a position in Altria Group in Q4 2022 and has held it in 2 quarters since.
  • True Capital Management's Altria Group position peaked at $410K in Q4 2022.
  • 1,868 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.