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Tyler-Stone Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

Tyler-Stone Wealth Management’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,600
Closed -$26.5K – 366
2024
Q2 		$26.5K Hold
1,600
– – 0.01% 473
2024
Q1 		$27.2K Hold
1,600
– – 0.01% 468
2023
Q4 		$24.9K Hold
1,600
– – 0.01% 469
2023
Q3 		$23K Hold
1,600
– – 0.01% 457
2023
Q2 		$23K Buy
+1,600
New +$21.6K 0.01% 457
2022
Q4 		$21K Hold
1,600
– – 0.01% 438
2022
Q3 		$20K Hold
1,600
– – 0.02% 431
2022
Q2 		$20K Hold
1,600
– – 0.01% 442
2022
Q1 		$24K Hold
1,600
– – 0.01% 444
2021
Q4 		$26K Buy
+1,600
New +$25.2K 0.01% 456

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Bosun Asset Management Chicago, Illinois $186M AUM 42.41% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of Barron's 400 ETF (BFOR) in Q3 2024, closing a stake of 1,600 shares — an estimated $26.5K sold.

Tyler-Stone Wealth Management first reported a position in BFOR in Q4 2021 and held it in 10 quarters. The position peaked at $27.2K in Q1 2024. 36 funds tracked by Wall St. Rank hold BFOR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Barron's 400 ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,600 Barron's 400 ETF shares in Q3 2024, an estimated $26.5K.
  • Tyler-Stone Wealth Management first reported a position in Barron's 400 ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Barron's 400 ETF position peaked at $27.2K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q3 2024.

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