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Tyler-Stone Wealth Management’s Portland General Electric POR Stock Holding History

Tyler-Stone Wealth Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-34
Closed -$2K – 922
2021
Q4 		$2K Buy
+34
New +$1.7K ﹤0.01% 811

Other funds holding POR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of Portland General Electric (POR) in Q1 2022, closing a stake of 34 shares — an estimated $2K sold.

Tyler-Stone Wealth Management first reported a position in POR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 341 funds tracked by Wall St. Rank hold POR as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Portland General Electric position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 34 Portland General Electric shares in Q1 2022, an estimated $2K.
  • Tyler-Stone Wealth Management first reported a position in Portland General Electric in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Portland General Electric position peaked at $2K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2022.

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