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Milestone Investment Advisors’s Jazz Pharmaceuticals JAZZ Stock Holding History

Milestone Investment Advisors’s Portfolio JAZZ Stock Details JAZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20
Closed -$2.59K – 277
2023
Q3 		$2.59K Buy
+20
New +$2.67K ﹤0.01% 355
2023
Q2 		– Sell
-20
Closed -$2.93K – 274
2023
Q1 		$2.93K Buy
+20
New +$2.96K ﹤0.01% 349

Other funds holding JAZZ

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Jazz Pharmaceuticals (JAZZ) in Q4 2023, closing a stake of 20 shares — an estimated $2.59K sold.

Milestone Investment Advisors first reported a position in JAZZ in Q1 2023 and held it in 2 quarters. The position peaked at $2.93K in Q1 2023. 499 funds tracked by Wall St. Rank hold JAZZ as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Jazz Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 20 Jazz Pharmaceuticals shares in Q4 2023, an estimated $2.59K.
  • Milestone Investment Advisors first reported a position in Jazz Pharmaceuticals in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Jazz Pharmaceuticals position peaked at $2.93K in Q1 2023.
  • 499 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q4 2023.

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