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Milestone Investment Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Milestone Investment Advisors’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,460
Closed -$322K – 250
2023
Q3 		$322K Buy
+2,460
New +$318K 0.09% 78
2023
Q2 		– Sell
-2,440
Closed -$253K – 245
2023
Q1 		$253K Buy
+2,440
New +$234K 0.08% 90

Other funds holding GOOGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Alphabet (Google) Class A (GOOGL) in Q4 2023, closing a stake of 2,460 shares — an estimated $322K sold.

Milestone Investment Advisors first reported a position in GOOGL in Q1 2023 and held it in 2 quarters. The position peaked at $322K in Q3 2023. 4,366 funds tracked by Wall St. Rank hold GOOGL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Alphabet (Google) Class A position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,460 Alphabet (Google) Class A shares in Q4 2023, an estimated $322K.
  • Milestone Investment Advisors first reported a position in Alphabet (Google) Class A in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Alphabet (Google) Class A position peaked at $322K in Q3 2023.
  • 4,366 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q4 2023.

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