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Milestone Investment Advisors’s Agilent Technologies A Stock Holding History

Milestone Investment Advisors’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-847
Closed -$94.7K – 126
2023
Q3 		$94.7K Buy
+847
New +$101K 0.03% 150
2023
Q2 		– Sell
-440
Closed -$60.9K – 121
2023
Q1 		$60.9K Buy
+440
New +$64.3K 0.02% 188

Other funds holding A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Milestone Investment Advisors's A Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Agilent Technologies (A) in Q4 2023, closing a stake of 847 shares — an estimated $94.7K sold.

Milestone Investment Advisors first reported a position in A in Q1 2023 and held it in 2 quarters. The position peaked at $94.7K in Q3 2023. 1,003 funds tracked by Wall St. Rank hold A as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Agilent Technologies position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 847 Agilent Technologies shares in Q4 2023, an estimated $94.7K.
  • Milestone Investment Advisors first reported a position in Agilent Technologies in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Agilent Technologies position peaked at $94.7K in Q3 2023.
  • 1,003 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.