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Wetzel Investment Advisors’s Altria Group MO Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-1,771
Closed -$77.3K – 599
2024
Q2 		$77.3K Hold
1,771
– – 0.04% 199
2024
Q1 		$73.1K Hold
1,771
– – 0.04% 209
2023
Q4 		$71K Buy
+1,771
New +$73.2K 0.04% 212

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

Wetzel Investment Advisors's MO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Altria Group (MO) in Q3 2024, closing a stake of 1,771 shares — an estimated $77.3K sold.

Wetzel Investment Advisors first reported a position in MO in Q4 2023 and held it in 3 quarters. The position peaked at $77.3K in Q2 2024. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Altria Group position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,771 Altria Group shares in Q3 2024, an estimated $77.3K.
  • Wetzel Investment Advisors first reported a position in Altria Group in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Altria Group position peaked at $77.3K in Q2 2024.
  • 1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.