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Milestone Investment Advisors’s Matador Resources MTDR Stock Holding History

Milestone Investment Advisors’s Portfolio MTDR Stock Details MTDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32
Closed -$1.9K – 324
2023
Q3 		$1.9K Buy
+32
New +$1.86K ﹤0.01% 380
2023
Q2 		– Sell
-32
Closed -$1.52K – 319
2023
Q1 		$1.52K Buy
+32
New +$1.8K ﹤0.01% 408

Other funds holding MTDR

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 MTDR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Matador Resources (MTDR) in Q4 2023, closing a stake of 32 shares — an estimated $1.9K sold.

Milestone Investment Advisors first reported a position in MTDR in Q1 2023 and held it in 2 quarters. The position peaked at $1.9K in Q3 2023. 427 funds tracked by Wall St. Rank hold MTDR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Matador Resources position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 32 Matador Resources shares in Q4 2023, an estimated $1.9K.
  • Milestone Investment Advisors first reported a position in Matador Resources in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Matador Resources position peaked at $1.9K in Q3 2023.
  • 427 funds tracked by Wall St. Rank held Matador Resources as of Q4 2023.

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