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Milestone Investment Advisors’s RELX RELX Stock Holding History

Milestone Investment Advisors’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,011
Closed -$34.1K – 372
2023
Q3 		$34.1K Buy
+1,011
New +$33.4K 0.01% 229
2023
Q2 		– Sell
-1,146
Closed -$37.2K – 370
2023
Q1 		$37.2K Buy
+1,146
New +$34.4K 0.01% 232

Other funds holding RELX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Milestone Investment Advisors sold out of RELX (RELX) in Q4 2023, closing a stake of 1,011 shares — an estimated $34.1K sold.

Milestone Investment Advisors first reported a position in RELX in Q1 2023 and held it in 2 quarters. The position peaked at $37.2K in Q1 2023. 397 funds tracked by Wall St. Rank hold RELX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining RELX position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,011 RELX shares in Q4 2023, an estimated $34.1K.
  • Milestone Investment Advisors first reported a position in RELX in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's RELX position peaked at $37.2K in Q1 2023.
  • 397 funds tracked by Wall St. Rank held RELX as of Q4 2023.

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