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Milestone Investment Advisors’s Krispy Kreme DNUT Stock Holding History

Milestone Investment Advisors’s Portfolio DNUT Stock Details DNUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50
Closed -$624 – 211
2023
Q3 		$624 Buy
+50
New +$699 ﹤0.01% 431
2023
Q2 		– Sell
-50
Closed -$778 – 206
2023
Q1 		$778 Buy
+50
New +$648 ﹤0.01% 431

Other funds holding DNUT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Krispy Kreme (DNUT) in Q4 2023, closing a stake of 50 shares — an estimated $624 sold.

Milestone Investment Advisors first reported a position in DNUT in Q1 2023 and held it in 2 quarters. The position peaked at $778 in Q1 2023. 133 funds tracked by Wall St. Rank hold DNUT as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Krispy Kreme position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 50 Krispy Kreme shares in Q4 2023, an estimated $624.
  • Milestone Investment Advisors first reported a position in Krispy Kreme in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Krispy Kreme position peaked at $778 in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Krispy Kreme as of Q4 2023.

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