Tyler-Stone Wealth Management’s F&G Annuities & Life FG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-27	Closed	-$1K	–	969
2023 Q3	$1K	Hold	27	–	–	﹤0.01%	848
2023 Q2	$1K	Buy	+27	New	+$529	﹤0.01%	841
2022 Q4	$1K	Buy	+27	New	+$550	﹤0.01%	804

Other funds holding FG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

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

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tyler-Stone Wealth Management's FG Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of F&G Annuities & Life (FG) in Q4 2023, closing a stake of 27 shares — an estimated $1K sold.

Tyler-Stone Wealth Management first reported a position in FG in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 204 funds tracked by Wall St. Rank hold FG as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining F&G Annuities & Life position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 27 F&G Annuities & Life shares in Q4 2023, an estimated $1K.
Tyler-Stone Wealth Management first reported a position in F&G Annuities & Life in Q4 2022 and held it in 3 quarters.
Tyler-Stone Wealth Management's F&G Annuities & Life position peaked at $1K in Q3 2023.
204 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.