TSWM
MBC icon

Tyler-Stone Wealth Management’s MasterBrand MBC Stock Holding History

Tyler-Stone Wealth Management’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-716
Closed -$10.5K – 688
2024
Q2 		$10.5K Hold
716
– – ﹤0.01% 648
2024
Q1 		$13.4K Hold
716
– – 0.01% 602
2023
Q4 		$10.6K Hold
716
– – 0.01% 624
2023
Q3 		$9K Sell
716
-50
-7% -$613 0.01% 634
2023
Q2 		$9K Buy
+766
New +$7.35K 0.01% 635
2022
Q4 		$6K Buy
+766
New +$6.28K ﹤0.01% 637

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of MasterBrand (MBC) in Q3 2024, closing a stake of 716 shares — an estimated $10.5K sold.

Tyler-Stone Wealth Management first reported a position in MBC in Q4 2022 and held it in 6 quarters. The position peaked at $13.4K in Q1 2024. 356 funds tracked by Wall St. Rank hold MBC as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining MasterBrand position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 716 MasterBrand shares in Q3 2024, an estimated $10.5K.
  • Tyler-Stone Wealth Management first reported a position in MasterBrand in Q4 2022 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's MasterBrand position peaked at $13.4K in Q1 2024.
  • 356 funds tracked by Wall St. Rank held MasterBrand as of Q3 2024.

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