V Wealth Advisors’s Altria Group MO Stock Holding History

V Wealth Advisors’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 Q3	–	Sell	-6,045	Closed	-$274K	–	268
2023 Q2	$274K	Sell	6,045 -107	-2%	-$4.85K	0.05%	301
2023 Q1	$275K	Sell	6,152 -731	-11%	-$33.6K	0.05%	308
2022 Q4	$315K	Sell	6,883 -9,643	-58%	-$437K	0.07%	271
2022 Q3	$667K	Buy	16,526 +1,981	+14%	+$86.4K	0.13%	154
2022 Q2	$607K	Buy	14,545 +6,099	+72%	+$316K	0.11%	191
2022 Q1	$441K	Buy	8,446 +117	+1%	+$5.96K	0.07%	266
2021 Q4	$394K	Buy	8,329 +1,160	+16%	+$53.2K	0.06%	309
2021 Q3	$326K	Buy	7,169 +1,615	+29%	+$78K	0.05%	345
2021 Q2	$264K	Buy	5,554 +691	+14%	+$34K	0.04%	395
2021 Q1	$249K	Sell	4,863 -122	-2%	-$5.47K	0.05%	365
2020 Q4	$204K	Buy	+4,985	New	+$200K	0.04%	365
2020 Q2	–	Sell	-8,078	Closed	-$312K	–	371
2020 Q1	$312K	Buy	8,078 +2,273	+39%	+$101K	0.1%	214
2019 Q4	$237K	Hold	5,805	–	–	0.08%	245
2019 Q3	$237K	Buy	5,805 +145	+3%	+$6.67K	0.08%	245
2019 Q2	$267K	Sell	5,660 -136	-2%	-$7.12K	0.1%	208
2019 Q1	$317K	Buy	+5,796	New	+$296K	0.13%	170
2018 Q4	–	Sell	-3,340	Closed	-$201K	–	227
2018 Q3	$201K	Buy	+3,340	New	+$198K	0.09%	217
2017 Q3	–	Sell	-2,557	Closed	-$191K	–	514
2017 Q2	$191K	Sell	2,557 -3,879	-60%	-$284K	0.09%	177
2017 Q1	$457K	Buy	6,436 +1,192	+23%	+$86.3K	0.28%	96
2016 Q4	$357K	Sell	5,244 -45	-0.9%	-$2.9K	0.26%	113
2016 Q3	$335K	Sell	5,289 -449	-8%	-$29.8K	0.27%	109
2016 Q2	$397K	Buy	5,738 +342	+6%	+$21.9K	0.33%	93
2016 Q1	$338K	Buy	+5,396	New	+$326K	0.27%	95

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V Wealth Advisors's MO Position: Q3 2023 in Review

V Wealth Advisors sold out of Altria Group (MO) in Q3 2023, closing a stake of 6,045 shares — an estimated $274K sold.

V Wealth Advisors first reported a position in MO in Q1 2016 and held it in 23 quarters. The position peaked at $667K in Q3 2022. 1,836 funds tracked by Wall St. Rank hold MO as of Q3 2023.

V Wealth Advisors reported no remaining Altria Group position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,045 Altria Group shares in Q3 2023, an estimated $274K.
V Wealth Advisors first reported a position in Altria Group in Q1 2016 and held it in 23 quarters.
V Wealth Advisors's Altria Group position peaked at $667K in Q3 2022.
1,836 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.