Milestone Wealth’s Genuine Parts GPC Stock Holding History

Milestone Wealth’s Portfolio GPC Stock Details GPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$9K	Hold	58	–	–	0.01%	174
2022 Q2	$8K	Hold	58	–	–	0.01%	176
2022 Q1	$8K	Hold	58	–	–	0.01%	211
2021 Q4	$8K	Buy	+58	New	+$7.68K	0.01%	211

Other funds holding GPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Wealth's GPC Position: Q3 2022 in Review

Milestone Wealth held its Genuine Parts (GPC) position steady in Q3 2022 at 58 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #174.

Milestone Wealth first reported a position in GPC in Q4 2021 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold GPC as of Q3 2022.

Milestone Wealth held 58 shares of Genuine Parts worth $9K as of Q3 2022.
Milestone Wealth left its Genuine Parts share count unchanged in Q3 2022.
Genuine Parts made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #174 holding.
Milestone Wealth first reported a position in Genuine Parts in Q4 2021 and has held it in 4 quarters since.
1,080 funds tracked by Wall St. Rank held Genuine Parts as of Q3 2022.

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