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Milestone Investment Advisors’s Five Below FIVE Stock Holding History

Milestone Investment Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12
Closed -$1.93K – 238
2023
Q3 		$1.93K Buy
+12
New +$2.19K ﹤0.01% 379
2023
Q2 		– Sell
-15
Closed -$3.09K – 233
2023
Q1 		$3.09K Buy
+15
New +$2.95K ﹤0.01% 346

Other funds holding FIVE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Five Below (FIVE) in Q4 2023, closing a stake of 12 shares — an estimated $1.93K sold.

Milestone Investment Advisors first reported a position in FIVE in Q1 2023 and held it in 2 quarters. The position peaked at $3.09K in Q1 2023. 503 funds tracked by Wall St. Rank hold FIVE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Five Below position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 12 Five Below shares in Q4 2023, an estimated $1.93K.
  • Milestone Investment Advisors first reported a position in Five Below in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Five Below position peaked at $3.09K in Q1 2023.
  • 503 funds tracked by Wall St. Rank held Five Below as of Q4 2023.

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