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Milestone Investment Advisors’s Kenvue KVUE Stock Holding History

Milestone Investment Advisors’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-369
Closed -$7.41K – 285
2023
Q3 		$7.41K Buy
+369
New +$8.54K ﹤0.01% 309

Other funds holding KVUE

JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Kenvue (KVUE) in Q4 2023, closing a stake of 369 shares — an estimated $7.41K sold.

Milestone Investment Advisors first reported a position in KVUE in Q3 2023 and held it in 1 quarter. The position peaked at $7.41K in Q3 2023. 983 funds tracked by Wall St. Rank hold KVUE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Kenvue position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 369 Kenvue shares in Q4 2023, an estimated $7.41K.
  • Milestone Investment Advisors first reported a position in Kenvue in Q3 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Kenvue position peaked at $7.41K in Q3 2023.
  • 983 funds tracked by Wall St. Rank held Kenvue as of Q4 2023.

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