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Tyler-Stone Wealth Management’s Northern Trust NTRS Stock Holding History

Tyler-Stone Wealth Management’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16
Closed -$2K – 912
2021
Q4 		$2K Buy
+16
New +$1.92K ﹤0.01% 809

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Tyler-Stone Wealth Management's NTRS Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Northern Trust (NTRS) in Q1 2022, closing a stake of 16 shares — an estimated $2K sold.

Tyler-Stone Wealth Management first reported a position in NTRS in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 676 funds tracked by Wall St. Rank hold NTRS as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Northern Trust position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 16 Northern Trust shares in Q1 2022, an estimated $2K.
  • Tyler-Stone Wealth Management first reported a position in Northern Trust in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Northern Trust position peaked at $2K in Q4 2021.
  • 676 funds tracked by Wall St. Rank held Northern Trust as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.