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YorkBridge Wealth Partners’s Altria Group MO Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$1.76M Sell
38,547
-867
-2% -$39.3K 0.45% 57
2022
Q3 		$1.59M Sell
39,414
-108
-0.3% -$4.71K 0.41% 60
2022
Q2 		$1.65M Sell
39,522
-924
-2% -$47.8K 0.43% 56
2022
Q1 		$2.11M Sell
40,446
-147
-0.4% -$7.49K 0.46% 54
2021
Q4 		$1.92M Hold
40,593
– – 0.43% 58
2021
Q3 		$1.85M Hold
40,593
– – 0.47% 58
2021
Q2 		$1.94M Sell
40,593
-836
-2% -$41.1K 0.51% 54
2021
Q1 		$2.12M Buy
41,429
+34,419
+491% +$1.54M 0.63% 48
2020
Q4 		$287K Buy
7,010
+323
+5% +$13K 0.1% 154
2020
Q3 		$258K Buy
6,687
+349
+6% +$14.5K 0.11% 151
2020
Q2 		$249K Buy
6,338
+306
+5% +$11.9K 0.11% 149
2020
Q1 		$233K Buy
6,032
+474
+9% +$21K 0.14% 136
2019
Q4 		$277K Buy
5,558
+20
+0.4% +$943 0.13% 149
2019
Q3 		$227K Buy
5,538
+233
+4% +$10.7K 0.11% 161
2019
Q2 		$251K Buy
5,305
+26
+0.5% +$1.36K 0.11% 156
2019
Q1 		$303K Buy
5,279
+2,477
+88% +$127K 0.14% 134
2018
Q4 		$138K Sell
2,802
-1,377
-33% -$79.8K 0.07% 199
2018
Q3 		$252K Sell
4,179
-319
-7% -$18.9K 0.12% 146
2018
Q2 		$255K Sell
4,498
-397
-8% -$22.9K 0.11% 153
2018
Q1 		$310K Sell
4,895
-51
-1% -$3.38K 0.14% 140
2017
Q4 		$327K Buy
4,946
+29
+0.6% +$1.94K 0.16% 133
2017
Q3 		$312K Buy
4,917
+5
+0.1% +$333 0.16% 125
2017
Q2 		$366K Buy
4,912
+28
+0.6% +$2.05K 0.19% 113
2017
Q1 		$346K Sell
4,884
-110
-2% -$7.96K 0.18% 114
2016
Q4 		$322K Buy
+4,994
New +$322K 0.19% 112

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's MO Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Altria Group (MO) stake by 2.2% in Q4 2022, selling an estimated $39.3K and leaving 38,547 shares worth $1.76M. The position accounts for 0.45% of the portfolio, ranked #57.

YorkBridge Wealth Partners first reported a position in MO in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.12M in Q1 2021. 1,895 funds tracked by Wall St. Rank hold MO as of Q4 2022.

  • YorkBridge Wealth Partners held 38,547 shares of Altria Group worth $1.76M as of Q4 2022.
  • YorkBridge Wealth Partners sold 867 Altria Group shares in Q4 2022, an estimated $39.3K.
  • Altria Group made up 0.45% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #57 holding.
  • YorkBridge Wealth Partners first reported a position in Altria Group in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Altria Group position peaked at $2.12M in Q1 2021.
  • 1,895 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.