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Milestone Investment Advisors’s Snap SNAP Stock Holding History

Milestone Investment Advisors’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-205
Closed -$1.83K – 394
2023
Q3 		$1.83K Buy
+205
New +$2.14K ﹤0.01% 389
2023
Q2 		– Sell
-205
Closed -$2.3K – 390
2023
Q1 		$2.3K Buy
+205
New +$2.15K ﹤0.01% 371

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Snap (SNAP) in Q4 2023, closing a stake of 205 shares — an estimated $1.83K sold.

Milestone Investment Advisors first reported a position in SNAP in Q1 2023 and held it in 2 quarters. The position peaked at $2.3K in Q1 2023. 558 funds tracked by Wall St. Rank hold SNAP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Snap position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 205 Snap shares in Q4 2023, an estimated $1.83K.
  • Milestone Investment Advisors first reported a position in Snap in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Snap position peaked at $2.3K in Q1 2023.
  • 558 funds tracked by Wall St. Rank held Snap as of Q4 2023.

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