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Milestone Investment Advisors’s indie Semiconductor INDI Stock Holding History

Milestone Investment Advisors’s Portfolio INDI Stock Details INDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,900
Closed -$12K – 268
2023
Q3 		$12K Buy
+1,900
New +$14.7K ﹤0.01% 288
2023
Q2 		– Sell
-1,900
Closed -$20K – 263
2023
Q1 		$20K Buy
+1,900
New +$17K 0.01% 264

Other funds holding INDI

GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Milestone Investment Advisors sold out of indie Semiconductor (INDI) in Q4 2023, closing a stake of 1,900 shares — an estimated $12K sold.

Milestone Investment Advisors first reported a position in INDI in Q1 2023 and held it in 2 quarters. The position peaked at $20K in Q1 2023. 177 funds tracked by Wall St. Rank hold INDI as of Q4 2023.

  • Milestone Investment Advisors reported no remaining indie Semiconductor position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,900 indie Semiconductor shares in Q4 2023, an estimated $12K.
  • Milestone Investment Advisors first reported a position in indie Semiconductor in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's indie Semiconductor position peaked at $20K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held indie Semiconductor as of Q4 2023.

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