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Wellington Wealth Strategies’s Altria Group MO Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		– Sell
-4,725
Closed -$257K – 85
2024
Q3 		$257K Sell
4,725
-895
-16% -$45.2K 0.2% 62
2024
Q2 		$256K Buy
+5,620
New +$249K 1.07% 31
2024
Q1 		– Sell
-7,080
Closed -$286K – 168
2023
Q4 		$286K Buy
+7,080
New +$293K 0.24% 68
2020
Q4 		$286K Buy
+7,080
New +$284K 0.24% 68

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Wealth Strategies's MO Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of Altria Group (MO) in Q4 2024, closing a stake of 4,725 shares — an estimated $257K sold.

Wellington Wealth Strategies first reported a position in MO in Q4 2020 and held it in 4 quarters. The position peaked at $286K in Q4 2023. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 4,725 Altria Group shares in Q4 2024, an estimated $257K.
  • Wellington Wealth Strategies first reported a position in Altria Group in Q4 2020 and held it in 4 quarters.
  • Wellington Wealth Strategies's Altria Group position peaked at $286K in Q4 2023.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.