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Milestone Investment Advisors’s Nasdaq NDAQ Stock Holding History

Milestone Investment Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-117
Closed -$5.69K – 329
2023
Q3 		$5.69K Buy
+117
New +$5.93K ﹤0.01% 322
2023
Q2 		– Sell
-117
Closed -$6.4K – 323
2023
Q1 		$6.4K Buy
+117
New +$6.76K ﹤0.01% 318

Other funds holding NDAQ

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Nasdaq (NDAQ) in Q4 2023, closing a stake of 117 shares — an estimated $5.69K sold.

Milestone Investment Advisors first reported a position in NDAQ in Q1 2023 and held it in 2 quarters. The position peaked at $6.4K in Q1 2023. 726 funds tracked by Wall St. Rank hold NDAQ as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Nasdaq position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 117 Nasdaq shares in Q4 2023, an estimated $5.69K.
  • Milestone Investment Advisors first reported a position in Nasdaq in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Nasdaq position peaked at $6.4K in Q1 2023.
  • 726 funds tracked by Wall St. Rank held Nasdaq as of Q4 2023.

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