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Tyler-Stone Wealth Management’s Mesabi Trust MSB Stock Holding History

Tyler-Stone Wealth Management’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-650
Closed -$11.5K – 1005
2024
Q1 		$11.5K Hold
650
– – 0.01% 634
2023
Q4 		$13.3K Hold
650
– – 0.01% 583
2023
Q3 		$13K Hold
650
– – 0.01% 553
2023
Q2 		$13K Buy
+650
New +$14K 0.01% 552
2022
Q4 		$12K Hold
650
– – 0.01% 527
2022
Q3 		$14K Hold
650
– – 0.01% 491
2022
Q2 		$16K Hold
650
– – 0.01% 482
2022
Q1 		$17K Hold
650
– – 0.01% 489
2021
Q4 		$17K Buy
+650
New +$17.4K 0.01% 510

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Tyler-Stone Wealth Management's MSB Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of Mesabi Trust (MSB) in Q2 2024, closing a stake of 650 shares — an estimated $11.5K sold.

Tyler-Stone Wealth Management first reported a position in MSB in Q4 2021 and held it in 9 quarters. The position peaked at $17K in Q1 2022. 47 funds tracked by Wall St. Rank hold MSB as of Q2 2024.

  • Tyler-Stone Wealth Management reported no remaining Mesabi Trust position as of Q2 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 650 Mesabi Trust shares in Q2 2024, an estimated $11.5K.
  • Tyler-Stone Wealth Management first reported a position in Mesabi Trust in Q4 2021 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's Mesabi Trust position peaked at $17K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Mesabi Trust as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.