Wealth Advisors of Iowa’s Altria Group MO Stock Holding History

Wealth Advisors of Iowa’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
2022 Q4	–	Sell	-17,023	Closed	-$688K	–	67
2022 Q3	$688K	Sell	17,023 -47,564	-74%	-$2.07M	0.64%	19
2022 Q2	$2.92M	Buy	64,587 +43,278	+203%	+$2.24M	0.51%	20
2022 Q1	$1.11M	Buy	21,309 +7,691	+56%	+$392K	0.56%	17
2021 Q4	$645K	Sell	13,618 -400	-3%	-$18.3K	0.35%	25
2021 Q3	$638K	Buy	14,018 +2,141	+18%	+$103K	0.35%	26
2021 Q2	$566K	Buy	11,877 +2,300	+24%	+$113K	0.3%	29
2021 Q1	$490K	Buy	+9,577	New	+$429K	0.27%	28
2020 Q3	–	Sell	-2,642	Closed	-$104K	–	33
2020 Q2	$104K	Buy	+2,642	New	+$103K	0.08%	29

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wealth Advisors of Iowa's MO Position: Q4 2022 in Review

Wealth Advisors of Iowa sold out of Altria Group (MO) in Q4 2022, closing a stake of 17,023 shares — an estimated $688K sold.

Wealth Advisors of Iowa first reported a position in MO in Q2 2020 and held it in 8 quarters. The position peaked at $2.92M in Q2 2022. 1,896 funds tracked by Wall St. Rank hold MO as of Q4 2022.

Wealth Advisors of Iowa reported no remaining Altria Group position as of Q4 2022 after selling out during the quarter.
Wealth Advisors of Iowa sold 17,023 Altria Group shares in Q4 2022, an estimated $688K.
Wealth Advisors of Iowa first reported a position in Altria Group in Q2 2020 and held it in 8 quarters.
Wealth Advisors of Iowa's Altria Group position peaked at $2.92M in Q2 2022.
1,896 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q4 2022, filed 10 Feb 2023.