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Milestone Investment Advisors’s Quaker Houghton KWR Stock Holding History

Milestone Investment Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10
Closed -$1.6K – 286
2023
Q3 		$1.6K Buy
+10
New +$1.78K ﹤0.01% 402
2023
Q2 		– Sell
-10
Closed -$1.98K – 281
2023
Q1 		$1.98K Buy
+10
New +$1.91K ﹤0.01% 389

Other funds holding KWR

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Quaker Houghton (KWR) in Q4 2023, closing a stake of 10 shares — an estimated $1.6K sold.

Milestone Investment Advisors first reported a position in KWR in Q1 2023 and held it in 2 quarters. The position peaked at $1.98K in Q1 2023. 269 funds tracked by Wall St. Rank hold KWR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Quaker Houghton position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 10 Quaker Houghton shares in Q4 2023, an estimated $1.6K.
  • Milestone Investment Advisors first reported a position in Quaker Houghton in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Quaker Houghton position peaked at $1.98K in Q1 2023.
  • 269 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2023.

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