TSWM
KRUS icon

Tyler-Stone Wealth Management’s Kura Sushi USA KRUS Stock Holding History

Tyler-Stone Wealth Management’s Portfolio KRUS Stock Details KRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-80
Closed -$5K – 974
2023
Q3 		$5K Buy
+80
New +$7.05K ﹤0.01% 712

Other funds holding KRUS

SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of Kura Sushi USA (KRUS) in Q4 2023, closing a stake of 80 shares — an estimated $5K sold.

Tyler-Stone Wealth Management first reported a position in KRUS in Q3 2023 and held it in 1 quarter. The position peaked at $5K in Q3 2023. 102 funds tracked by Wall St. Rank hold KRUS as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining Kura Sushi USA position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 80 Kura Sushi USA shares in Q4 2023, an estimated $5K.
  • Tyler-Stone Wealth Management first reported a position in Kura Sushi USA in Q3 2023 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Kura Sushi USA position peaked at $5K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held Kura Sushi USA as of Q4 2023.

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