Tyler-Stone Wealth Management’s CXApp CXAI Stock Holding History

Tyler-Stone Wealth Management’s Portfolio CXAI Stock Details CXAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4	Closed	-$8	–	440
2024 Q2	$8	Hold	4	–	–	﹤0.01%	978
2024 Q1	$10	Hold	4	–	–	﹤0.01%	961
2023 Q4	$5	Hold	4	–	–	﹤0.01%	952
2023 Q3	$0	Buy	4 +3	+300%	+$16	﹤0.01%	915
2023 Q2	$0	Buy	+1	New	+$9	﹤0.01%	894

Other funds holding CXAI

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of CXApp (CXAI) in Q3 2024, closing a stake of 4 shares — an estimated $8 sold.

Tyler-Stone Wealth Management first reported a position in CXAI in Q2 2023 and held it in 5 quarters. The position peaked at $10 in Q1 2024. 33 funds tracked by Wall St. Rank hold CXAI as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining CXApp position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 4 CXApp shares in Q3 2024, an estimated $8.
Tyler-Stone Wealth Management first reported a position in CXApp in Q2 2023 and held it in 5 quarters.
Tyler-Stone Wealth Management's CXApp position peaked at $10 in Q1 2024.
33 funds tracked by Wall St. Rank held CXApp as of Q3 2024.

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