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West Financial Advisors’s Altria Group MO Stock Holding History

West Financial 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
2023
Q4 		– Sell
-3
Closed -$127 – 190
2023
Q3 		$127 Hold
3
– – ﹤0.01% 204
2023
Q2 		$136 Buy
+3
New +$136 ﹤0.01% 183
2021
Q3 		– Sell
-233
Closed -$11K – 152
2021
Q2 		$11K Sell
233
-33
-12% -$1.62K ﹤0.01% 121
2021
Q1 		$14K Buy
266
+57
+27% +$2.55K ﹤0.01% 119
2020
Q4 		$9K Buy
+209
New +$8.39K ﹤0.01% 126

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

West Financial Advisors's MO Position: Q4 2023 in Review

West Financial Advisors sold out of Altria Group (MO) in Q4 2023, closing a stake of 3 shares — an estimated $127 sold.

West Financial Advisors first reported a position in MO in Q4 2020 and held it in 5 quarters. The position peaked at $14K in Q1 2021. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

  • West Financial Advisors reported no remaining Altria Group position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 3 Altria Group shares in Q4 2023, an estimated $127.
  • West Financial Advisors first reported a position in Altria Group in Q4 2020 and held it in 5 quarters.
  • West Financial Advisors's Altria Group position peaked at $14K in Q1 2021.
  • 1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.