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Tyler-Stone Wealth Management’s New Mountain Finance NMFC Stock Holding History

Tyler-Stone Wealth Management’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,000
Closed -$12.2K – 723
2024
Q2 		$12.2K Hold
1,000
– – 0.01% 621
2024
Q1 		$12.7K Buy
+1,000
New +$12.7K 0.01% 610

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

Tyler-Stone Wealth Management sold out of New Mountain Finance (NMFC) in Q3 2024, closing a stake of 1,000 shares — an estimated $12.2K sold.

Tyler-Stone Wealth Management first reported a position in NMFC in Q1 2024 and held it in 2 quarters. The position peaked at $12.7K in Q1 2024. 169 funds tracked by Wall St. Rank hold NMFC as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining New Mountain Finance position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,000 New Mountain Finance shares in Q3 2024, an estimated $12.2K.
  • Tyler-Stone Wealth Management first reported a position in New Mountain Finance in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's New Mountain Finance position peaked at $12.7K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2024.

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