TSWM
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Tyler-Stone Wealth Management’s SentinelOne S Stock Holding History

Tyler-Stone Wealth Management’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-350
Closed -$7.37K – 812
2024
Q2 		$7.37K Hold
350
– – ﹤0.01% 695
2024
Q1 		$8.16K Hold
350
– – ﹤0.01% 687
2023
Q4 		$9.6K Hold
350
– – ﹤0.01% 642
2023
Q3 		$6K Hold
350
– – ﹤0.01% 694
2023
Q2 		$5K Buy
+350
New +$5.92K ﹤0.01% 710
2022
Q4 		$5K Hold
350
– – ﹤0.01% 664
2022
Q3 		$9K Hold
350
– – 0.01% 557
2022
Q2 		$8K Buy
+350
New +$9.82K 0.01% 599
2022
Q1 		– Sell
-350
Closed -$18K – 931
2021
Q4 		$18K Buy
+350
New +$20.5K 0.01% 502

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BlackRock
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RM
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SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return