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
2021 Q4	–	Sell	-1,300	Closed	-$59K	–	528
2021 Q3	$59K	Buy	+1,300	New	+$62.8K	0.01%	525

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.