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Tyler-Stone Wealth Management’s Factset FDS Stock Holding History

Tyler-Stone Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-81
Closed -$33.1K – 513
2024
Q2 		$33.1K Hold
81
– – 0.01% 433
2024
Q1 		$36.8K Hold
81
– – 0.02% 421
2023
Q4 		$38.6K Hold
81
– – 0.02% 398
2023
Q3 		$35K Hold
81
– – 0.02% 387
2023
Q2 		$32K Buy
+81
New +$32.7K 0.02% 408
2022
Q4 		$32K Hold
81
– – 0.02% 374
2022
Q3 		$32K Hold
81
– – 0.02% 357
2022
Q2 		$31K Hold
81
– – 0.02% 381
2022
Q1 		$35K Buy
81
+7
+9% +$2.95K 0.02% 393
2021
Q4 		$36K Buy
+74
New +$33.2K 0.02% 407

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of Factset (FDS) in Q3 2024, closing a stake of 81 shares — an estimated $33.1K sold.

Tyler-Stone Wealth Management first reported a position in FDS in Q4 2021 and held it in 10 quarters. The position peaked at $38.6K in Q4 2023. 831 funds tracked by Wall St. Rank hold FDS as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Factset position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 81 Factset shares in Q3 2024, an estimated $33.1K.
  • Tyler-Stone Wealth Management first reported a position in Factset in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Factset position peaked at $38.6K in Q4 2023.
  • 831 funds tracked by Wall St. Rank held Factset as of Q3 2024.

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