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Virginia Wealth Management Group’s Altria Group MO Stock Holding History

Virginia Wealth Management Group’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
-4,893
Closed -$222K – 70
2023
Q2 		$222K Buy
4,893
+87
+2% +$3.94K 0.15% 67
2023
Q1 		$214K Sell
4,806
-112
-2% -$5.15K 0.15% 71
2022
Q4 		$225K Buy
+4,918
New +$223K 0.16% 71

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

Virginia Wealth Management Group's MO Position: Q3 2023 in Review

Virginia Wealth Management Group sold out of Altria Group (MO) in Q3 2023, closing a stake of 4,893 shares — an estimated $222K sold.

Virginia Wealth Management Group first reported a position in MO in Q4 2022 and held it in 3 quarters. The position peaked at $225K in Q4 2022. 1,836 funds tracked by Wall St. Rank hold MO as of Q3 2023.

  • Virginia Wealth Management Group reported no remaining Altria Group position as of Q3 2023 after selling out during the quarter.
  • Virginia Wealth Management Group sold 4,893 Altria Group shares in Q3 2023, an estimated $222K.
  • Virginia Wealth Management Group first reported a position in Altria Group in Q4 2022 and held it in 3 quarters.
  • Virginia Wealth Management Group's Altria Group position peaked at $225K in Q4 2022.
  • 1,836 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on Virginia Wealth Management Group's 13F filing for Q3 2023, filed 3 Nov 2023.