TI
MO icon

Truepoint Inc’s Altria Group MO Stock Holding History

Truepoint Inc’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
Q1 		– Sell
-5,854
Closed -$236K – 200
2023
Q4 		$236K Sell
5,854
-708
-11% -$29.3K 0.01% 207
2023
Q3 		$276K Buy
+6,562
New +$290K 0.01% 159
2022
Q1 		– Sell
-5,400
Closed -$256K – 145
2021
Q4 		$256K Sell
5,400
-250
-4% -$11.5K 0.01% 121
2021
Q3 		$257K Buy
5,650
+1,250
+28% +$60.4K 0.01% 115
2021
Q2 		$210K Hold
4,400
– – 0.01% 117
2021
Q1 		$225K Buy
+4,400
New +$197K 0.01% 109

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Truepoint Inc's MO Position: Q1 2024 in Review

Truepoint Inc sold out of Altria Group (MO) in Q1 2024, closing a stake of 5,854 shares — an estimated $236K sold.

Truepoint Inc first reported a position in MO in Q1 2021 and held it in 6 quarters. The position peaked at $276K in Q3 2023. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • Truepoint Inc reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 5,854 Altria Group shares in Q1 2024, an estimated $236K.
  • Truepoint Inc first reported a position in Altria Group in Q1 2021 and held it in 6 quarters.
  • Truepoint Inc's Altria Group position peaked at $276K in Q3 2023.
  • 1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.