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Tyler-Stone Wealth Management’s Park-Ohio Holdings PKOH Stock Holding History

Tyler-Stone Wealth Management’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-250
Closed -$5K – 938
2023
Q2 		$5K Buy
+250
New +$3.8K ﹤0.01% 708
2022
Q4 		$3K Buy
+250
New +$3.11K ﹤0.01% 729

Other funds holding PKOH

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tyler-Stone Wealth Management's PKOH Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of Park-Ohio Holdings (PKOH) in Q3 2023, closing a stake of 250 shares — an estimated $5K sold.

Tyler-Stone Wealth Management first reported a position in PKOH in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2023. 80 funds tracked by Wall St. Rank hold PKOH as of Q3 2023.

  • Tyler-Stone Wealth Management reported no remaining Park-Ohio Holdings position as of Q3 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 250 Park-Ohio Holdings shares in Q3 2023, an estimated $5K.
  • Tyler-Stone Wealth Management first reported a position in Park-Ohio Holdings in Q4 2022 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Park-Ohio Holdings position peaked at $5K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.