Milestone Advisory Partners’s Factset FDS Stock Holding History

Milestone Advisory Partners’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$328K	Hold	750	–	–	0.27%	48
2023 Q2	$300K	Hold	750	–	–	0.27%	52
2023 Q1	$311K	Hold	750	–	–	0.29%	52
2022 Q4	$301K	Hold	750	–	–	0.22%	54
2022 Q3	$300K	Hold	750	–	–	0.23%	51
2022 Q2	$296K	Hold	750	–	–	0.24%	51
2022 Q1	$326K	Hold	750	–	–	0.18%	59
2021 Q4	$365K	Hold	750	–	–	0.18%	57
2021 Q3	$296K	Hold	750	–	–	0.17%	65
2021 Q2	$252K	Hold	750	–	–	0.13%	77
2021 Q1	$231K	Hold	750	–	–	0.12%	72
2020 Q4	$249K	Hold	750	–	–	0.14%	54
2020 Q3	$251K	Hold	750	–	–	0.16%	46
2020 Q2	$246K	Buy	+750	New	+$217K	0.14%	47
2020 Q1	–	Sell	-750	Closed	-$201K	–	43
2019 Q4	$201K	Buy	+750	New	+$193K	0.11%	56
2019 Q3	–	Sell	-750	Closed	-$215K	–	55
2019 Q2	$215K	Buy	+750	New	+$208K	0.13%	52

Other funds holding FDS

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Milestone Advisory Partners's FDS Position: Q3 2023 in Review

Milestone Advisory Partners held its Factset (FDS) position steady in Q3 2023 at 750 shares worth $328K. The position accounts for 0.27% of the portfolio, ranked #48.

Milestone Advisory Partners first reported a position in FDS in Q2 2019 and has held it in 16 quarters since. The position peaked at $365K in Q4 2021. 731 funds tracked by Wall St. Rank hold FDS as of Q3 2023.

Milestone Advisory Partners held 750 shares of Factset worth $328K as of Q3 2023.
Milestone Advisory Partners left its Factset share count unchanged in Q3 2023.
Factset made up 0.27% of Milestone Advisory Partners's portfolio in Q3 2023, its #48 holding.
Milestone Advisory Partners first reported a position in Factset in Q2 2019 and has held it in 16 quarters since.
Milestone Advisory Partners's Factset position peaked at $365K in Q4 2021.
731 funds tracked by Wall St. Rank held Factset as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.