WFAG
MILE

Wescott Financial Advisory Group’s Metromile, Inc. Common Stock MILE Stock Holding History

Wescott Financial Advisory Group’s Portfolio MILE Stock Details MILE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-39,999
Closed -$301K – 75
2021
Q2 		$301K Buy
+39,999
New +$358K 0.18% 51

Other funds holding MILE

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVAV
Index Venture Associates V St. Helier, Channel Islands, Jersey $1.46M AUM 88.05% 1-Year Est. Return
IFC
Intact Financial Corporation Toronto, Ontario, Canada $14M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wescott Financial Advisory Group's MILE Position: Q3 2021 in Review

Wescott Financial Advisory Group sold out of Metromile, Inc. Common Stock (MILE) in Q3 2021, closing a stake of 39,999 shares — an estimated $301K sold.

Wescott Financial Advisory Group first reported a position in MILE in Q2 2021 and held it in 1 quarter. The position peaked at $301K in Q2 2021. 99 funds tracked by Wall St. Rank hold MILE as of Q3 2021.

  • Wescott Financial Advisory Group reported no remaining Metromile, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 39,999 Metromile, Inc. Common Stock shares in Q3 2021, an estimated $301K.
  • Wescott Financial Advisory Group first reported a position in Metromile, Inc. Common Stock in Q2 2021 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Metromile, Inc. Common Stock position peaked at $301K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held Metromile, Inc. Common Stock as of Q3 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2021, filed 29 Oct 2021.