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Tyler-Stone Wealth Management’s Banc of California BANC Stock Holding History

Tyler-Stone Wealth Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20
Closed -$256 – 358
2024
Q2 		$256 Hold
20
– – ﹤0.01% 948
2024
Q1 		$304 Hold
20
– – ﹤0.01% 929
2023
Q4 		$269 Buy
+20
New +$247 ﹤0.01% 914

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Tyler-Stone Wealth Management's BANC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Banc of California (BANC) in Q3 2024, closing a stake of 20 shares — an estimated $256 sold.

Tyler-Stone Wealth Management first reported a position in BANC in Q4 2023 and held it in 3 quarters. The position peaked at $304 in Q1 2024. 267 funds tracked by Wall St. Rank hold BANC as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Banc of California position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 20 Banc of California shares in Q3 2024, an estimated $256.
  • Tyler-Stone Wealth Management first reported a position in Banc of California in Q4 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's Banc of California position peaked at $304 in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Banc of California as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.