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Milestone Investment Advisors’s Magnolia Oil & Gas MGY Stock Holding History

Milestone Investment Advisors’s Portfolio MGY Stock Details MGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-75
Closed -$1.72K – 314
2023
Q3 		$1.72K Buy
+75
New +$1.68K ﹤0.01% 394
2023
Q2 		– Sell
-75
Closed -$1.64K – 309
2023
Q1 		$1.64K Buy
+75
New +$1.67K ﹤0.01% 403

Other funds holding MGY

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
E
EnerVest Houston, Texas $50.1M AUM 2.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Magnolia Oil & Gas (MGY) in Q4 2023, closing a stake of 75 shares — an estimated $1.72K sold.

Milestone Investment Advisors first reported a position in MGY in Q1 2023 and held it in 2 quarters. The position peaked at $1.72K in Q3 2023. 297 funds tracked by Wall St. Rank hold MGY as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Magnolia Oil & Gas position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 75 Magnolia Oil & Gas shares in Q4 2023, an estimated $1.72K.
  • Milestone Investment Advisors first reported a position in Magnolia Oil & Gas in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Magnolia Oil & Gas position peaked at $1.72K in Q3 2023.
  • 297 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q4 2023.

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