TSWM
MBCN

Tyler-Stone Wealth Management’s Middlefield Banc Corp MBCN Stock Holding History

Tyler-Stone Wealth Management’s Portfolio MBCN Stock Details MBCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$4.81K – 687
2024
Q2 		$4.81K Hold
200
– – ﹤0.01% 767
2024
Q1 		$4.78K Hold
200
– – ﹤0.01% 762
2023
Q4 		$6.47K Hold
200
– – ﹤0.01% 694
2023
Q3 		$5K Hold
200
– – ﹤0.01% 714
2023
Q2 		$5K Buy
+200
New +$5.23K ﹤0.01% 704
2022
Q4 		$5K Hold
200
– – ﹤0.01% 660
2022
Q3 		$5K Hold
200
– – ﹤0.01% 645
2022
Q2 		$5K Hold
200
– – ﹤0.01% 672
2022
Q1 		$5K Hold
200
– – ﹤0.01% 674
2021
Q4 		$5K Buy
+200
New +$5.05K ﹤0.01% 704

Other funds holding MBCN

CCCPV
Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of Middlefield Banc Corp (MBCN) in Q3 2024, closing a stake of 200 shares — an estimated $4.81K sold.

Tyler-Stone Wealth Management first reported a position in MBCN in Q4 2021 and held it in 10 quarters. The position peaked at $6.47K in Q4 2023. 60 funds tracked by Wall St. Rank hold MBCN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Middlefield Banc Corp position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 Middlefield Banc Corp shares in Q3 2024, an estimated $4.81K.
  • Tyler-Stone Wealth Management first reported a position in Middlefield Banc Corp in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Middlefield Banc Corp position peaked at $6.47K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Middlefield Banc Corp as of Q3 2024.

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