Wealthstar Advisors’s Altria Group MO Stock Holding History

Wealthstar 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
2025 Q1	–	Sell	-11,536	Closed	-$603K	–	144
2024 Q4	$603K	Buy	+11,536	New	+$615K	0.26%	75
2023 Q2	–	Sell	-7,959	Closed	-$353K	–	89
2023 Q1	$353K	Sell	7,959 -9	-0.1%	-$414	0.13%	66
2022 Q4	$364K	Sell	7,968 -690	-8%	-$31.3K	0.17%	63
2022 Q3	$349K	Sell	8,658 -8,748	-50%	-$382K	0.17%	62
2022 Q2	$729K	Buy	17,406 +2,410	+16%	+$125K	0.28%	46
2022 Q1	$781K	Buy	+14,996	New	+$764K	0.29%	46
2018 Q2	–	Sell	-4,883	Closed	-$304K	–	63
2018 Q1	$304K	Buy	+4,883	New	+$323K	0.09%	35

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Wealthstar Advisors's MO Position: Q1 2025 in Review

Wealthstar Advisors sold out of Altria Group (MO) in Q1 2025, closing a stake of 11,536 shares — an estimated $603K sold.

Wealthstar Advisors first reported a position in MO in Q1 2018 and held it in 7 quarters. The position peaked at $781K in Q1 2022. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

Wealthstar Advisors reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
Wealthstar Advisors sold 11,536 Altria Group shares in Q1 2025, an estimated $603K.
Wealthstar Advisors first reported a position in Altria Group in Q1 2018 and held it in 7 quarters.
Wealthstar Advisors's Altria Group position peaked at $781K in Q1 2022.
2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Wealthstar Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.