Wipfli Financial Advisors’s Altria Group MO Stock Holding History

Wipfli 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
2022 Q3	$998K	Buy	+24,191	New	+$1.06M	0.07%	119

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wipfli Financial Advisors's MO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Altria Group (MO) in Q3 2022: 24,191 shares worth $998K. The stake represents 0.07% of the portfolio and ranks #119 among its holdings.

1,762 funds tracked by Wall St. Rank hold MO as of Q3 2022.

Wipfli Financial Advisors held 24,191 shares of Altria Group worth $998K as of Q3 2022.
Altria Group was a new Wipfli Financial Advisors position in Q3 2022.
Altria Group made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #119 holding.
1,762 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.