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USAdvisors Wealth Management’s Altria Group MO Stock Holding History

USAdvisors 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
Q2 		– Sell
-4,583
Closed -$205K – 115
2023
Q1 		$205K Buy
+4,583
New +$211K 0.1% 108

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

USAdvisors Wealth Management's MO Position: Q2 2023 in Review

USAdvisors Wealth Management sold out of Altria Group (MO) in Q2 2023, closing a stake of 4,583 shares — an estimated $205K sold.

USAdvisors Wealth Management first reported a position in MO in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • USAdvisors Wealth Management reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,583 Altria Group shares in Q2 2023, an estimated $205K.
  • USAdvisors Wealth Management first reported a position in Altria Group in Q1 2023 and held it in 1 quarter.
  • USAdvisors Wealth Management's Altria Group position peaked at $205K in Q1 2023.
  • 1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on USAdvisors Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.