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Milestone Investment Advisors’s Telephone and Data Systems TDS Stock Holding History

Milestone Investment Advisors’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-447
Closed -$8.19K – 407
2023
Q3 		$8.19K Buy
+447
New +$6.45K ﹤0.01% 302

Other funds holding TDS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Milestone Investment Advisors sold out of Telephone and Data Systems (TDS) in Q4 2023, closing a stake of 447 shares — an estimated $8.19K sold.

Milestone Investment Advisors first reported a position in TDS in Q3 2023 and held it in 1 quarter. The position peaked at $8.19K in Q3 2023. 264 funds tracked by Wall St. Rank hold TDS as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Telephone and Data Systems position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 447 Telephone and Data Systems shares in Q4 2023, an estimated $8.19K.
  • Milestone Investment Advisors first reported a position in Telephone and Data Systems in Q3 2023 and held it in 1 quarter.
  • Milestone Investment Advisors's Telephone and Data Systems position peaked at $8.19K in Q3 2023.
  • 264 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2023.

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