Wingate Wealth Advisors’s Altria Group MO Stock Holding History

Wingate Wealth 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	-1,350	Closed	-$70.6K	–	294
2024 Q4	$70.6K	Buy	+1,350	New	+$71.9K	0.07%	175

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

Wingate Wealth Advisors's MO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Altria Group (MO) in Q1 2025, closing a stake of 1,350 shares — an estimated $70.6K sold.

Wingate Wealth Advisors first reported a position in MO in Q4 2024 and held it in 1 quarter. The position peaked at $70.6K in Q4 2024. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

Wingate Wealth Advisors reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,350 Altria Group shares in Q1 2025, an estimated $70.6K.
Wingate Wealth Advisors first reported a position in Altria Group in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Altria Group position peaked at $70.6K in Q4 2024.
2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.