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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $1.61T AUM 30.72% 1-Year Est. Return