TSWM
MSB

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 $9.23B AUM 27.52% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
MC
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BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return