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Milestone Wealth’s Fastenal FAST Stock Holding History

Milestone Wealth’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$11K Hold
460
– – 0.01% 167
2022
Q2 		$11K Hold
460
– – 0.01% 163
2022
Q1 		$15K Hold
460
– – 0.01% 195
2021
Q4 		$15K Buy
+460
New +$13.6K 0.01% 195

Other funds holding FAST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Milestone Wealth's FAST Position: Q3 2022 in Review

Milestone Wealth held its Fastenal (FAST) position steady in Q3 2022 at 460 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #167.

Milestone Wealth first reported a position in FAST in Q4 2021 and has held it in 4 quarters since. The position peaked at $15K in Q1 2022. 991 funds tracked by Wall St. Rank hold FAST as of Q3 2022.

  • Milestone Wealth held 460 shares of Fastenal worth $11K as of Q3 2022.
  • Milestone Wealth left its Fastenal share count unchanged in Q3 2022.
  • Fastenal made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #167 holding.
  • Milestone Wealth first reported a position in Fastenal in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Fastenal position peaked at $15K in Q1 2022.
  • 991 funds tracked by Wall St. Rank held Fastenal as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.