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Integrated Wealth Concepts’s Milestone Pharmaceuticals MIST Stock Holding History

Integrated Wealth Concepts’s Portfolio MIST Stock Details MIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$8K – 1967
2025
Q1 		$8K Buy
+10,000
New +$19.9K ﹤0.01% 1731

Other funds holding MIST

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Concepts's MIST Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Milestone Pharmaceuticals (MIST) in Q2 2025, closing a stake of 10,000 shares — an estimated $8K sold.

Integrated Wealth Concepts first reported a position in MIST in Q1 2025 and held it in 1 quarter. The position peaked at $8K in Q1 2025. 43 funds tracked by Wall St. Rank hold MIST as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Milestone Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,000 Milestone Pharmaceuticals shares in Q2 2025, an estimated $8K.
  • Integrated Wealth Concepts first reported a position in Milestone Pharmaceuticals in Q1 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Milestone Pharmaceuticals position peaked at $8K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Milestone Pharmaceuticals as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.