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Zynergy Retirement Planning’s Altria Group MO Stock Holding History

Zynergy Retirement Planning’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
-50
Closed -$2.28K – 121
2024
Q2 		$2.28K Buy
+50
New +$2.22K ﹤0.01% 106

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

Zynergy Retirement Planning's MO Position: Q3 2024 in Review

Zynergy Retirement Planning sold out of Altria Group (MO) in Q3 2024, closing a stake of 50 shares — an estimated $2.28K sold.

Zynergy Retirement Planning first reported a position in MO in Q2 2024 and held it in 1 quarter. The position peaked at $2.28K in Q2 2024. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • Zynergy Retirement Planning reported no remaining Altria Group position as of Q3 2024 after selling out during the quarter.
  • Zynergy Retirement Planning sold 50 Altria Group shares in Q3 2024, an estimated $2.28K.
  • Zynergy Retirement Planning first reported a position in Altria Group in Q2 2024 and held it in 1 quarter.
  • Zynergy Retirement Planning's Altria Group position peaked at $2.28K in Q2 2024.
  • 1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Zynergy Retirement Planning's 13F filing for Q3 2024, filed 7 Nov 2024.