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Milestone Investment Advisors’s Gibraltar Industries ROCK Stock Holding History

Milestone Investment Advisors’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-28
Closed -$1.89K – 374
2023
Q3 		$1.89K Buy
+28
New +$1.92K ﹤0.01% 382
2023
Q2 		– Sell
-37
Closed -$1.79K – 372
2023
Q1 		$1.79K Buy
+37
New +$1.89K ﹤0.01% 399

Other funds holding ROCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Gibraltar Industries (ROCK) in Q4 2023, closing a stake of 28 shares — an estimated $1.89K sold.

Milestone Investment Advisors first reported a position in ROCK in Q1 2023 and held it in 2 quarters. The position peaked at $1.89K in Q3 2023. 272 funds tracked by Wall St. Rank hold ROCK as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Gibraltar Industries position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 28 Gibraltar Industries shares in Q4 2023, an estimated $1.89K.
  • Milestone Investment Advisors first reported a position in Gibraltar Industries in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Gibraltar Industries position peaked at $1.89K in Q3 2023.
  • 272 funds tracked by Wall St. Rank held Gibraltar Industries as of Q4 2023.

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