TSWM
AGNT

Tyler-Stone Wealth Management’s AGNT Inc AGNT Stock Holding History

Tyler-Stone Wealth Management’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$3K – 966
2023
Q3 		$3K Hold
200
– – ﹤0.01% 772
2023
Q2 		$4K Buy
+200
New +$2.99K ﹤0.01% 727
2022
Q4 		$2K Hold
200
– – ﹤0.01% 748
2022
Q3 		$2K Hold
200
– – ﹤0.01% 747
2022
Q2 		$2K Buy
+200
New +$2.89K ﹤0.01% 755

Other funds holding AGNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tyler-Stone Wealth Management's AGNT Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of AGNT Inc (AGNT) in Q4 2023, closing a stake of 200 shares — an estimated $3K sold.

Tyler-Stone Wealth Management first reported a position in AGNT in Q2 2022 and held it in 5 quarters. The position peaked at $4K in Q2 2023. 226 funds tracked by Wall St. Rank hold AGNT as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining AGNT Inc position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 AGNT Inc shares in Q4 2023, an estimated $3K.
  • Tyler-Stone Wealth Management first reported a position in AGNT Inc in Q2 2022 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's AGNT Inc position peaked at $4K in Q2 2023.
  • 226 funds tracked by Wall St. Rank held AGNT Inc as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.