MW
FNM

Milestone Wealth’s FANNIE MAE FNM Stock Holding History

Milestone Wealth’s Portfolio FNM Stock Details FNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$26K Buy
50,116
+30,000
+149% +$15.6K 0.03% 139
2022
Q2 		$9K Sell
20,116
-15,116
-43% -$6.76K 0.01% 171
2022
Q1 		$29K Hold
35,232
– – 0.02% 166
2021
Q4 		$29K Buy
+35,232
New +$29K 0.02% 166

Other funds holding FNM

PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Milestone Wealth's FNM Position: Q3 2022 in Review

Milestone Wealth increased its FANNIE MAE (FNM) stake by 149% in Q3 2022, buying an estimated $15.6K and bringing the position to 50,116 shares worth $26K. The position accounts for 0.03% of the portfolio, ranked #139.

Milestone Wealth first reported a position in FNM in Q4 2021 and has held it in 4 quarters since. The position peaked at $29K in Q1 2022. 10 funds tracked by Wall St. Rank hold FNM as of Q3 2022.

  • Milestone Wealth held 50,116 shares of FANNIE MAE worth $26K as of Q3 2022.
  • Milestone Wealth bought 30,000 FANNIE MAE shares in Q3 2022, an estimated $15.6K.
  • FANNIE MAE made up 0.03% of Milestone Wealth's portfolio in Q3 2022, its #139 holding.
  • Milestone Wealth first reported a position in FANNIE MAE in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's FANNIE MAE position peaked at $29K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held FANNIE MAE as of Q3 2022.

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