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Milestone Investment Advisors’s RPM International RPM Stock Holding History

Milestone Investment Advisors’s Portfolio RPM Stock Details RPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-24
Closed -$2.28K – 378
2023
Q3 		$2.28K Buy
+24
New +$2.34K ﹤0.01% 363
2023
Q2 		– Sell
-24
Closed -$2.09K – 376
2023
Q1 		$2.09K Buy
+24
New +$2.1K ﹤0.01% 385

Other funds holding RPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Milestone Investment Advisors sold out of RPM International (RPM) in Q4 2023, closing a stake of 24 shares — an estimated $2.28K sold.

Milestone Investment Advisors first reported a position in RPM in Q1 2023 and held it in 2 quarters. The position peaked at $2.28K in Q3 2023. 696 funds tracked by Wall St. Rank hold RPM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining RPM International position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 24 RPM International shares in Q4 2023, an estimated $2.28K.
  • Milestone Investment Advisors first reported a position in RPM International in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's RPM International position peaked at $2.28K in Q3 2023.
  • 696 funds tracked by Wall St. Rank held RPM International as of Q4 2023.

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