TSWM
L icon

Tyler-Stone Wealth Management’s Loews L Stock Holding History

Tyler-Stone Wealth Management’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-175
Closed -$13.1K – 659
2024
Q2 		$13.1K Hold
175
– – 0.01% 612
2024
Q1 		$13.7K Hold
175
– – 0.01% 597
2023
Q4 		$12.2K Hold
175
– – 0.01% 605
2023
Q3 		$11K Hold
175
– – 0.01% 591
2023
Q2 		$10K Buy
+175
New +$10.1K 0.01% 615
2022
Q4 		$10K Hold
175
– – 0.01% 556
2022
Q3 		$9K Sell
175
-43
-20% -$2.41K 0.01% 554
2022
Q2 		$13K Hold
218
– – 0.01% 512
2022
Q1 		$14K Hold
218
– – 0.01% 519
2021
Q4 		$13K Buy
+218
New +$12.4K 0.01% 563

Other funds holding L

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return