TSWM
SCD

Tyler-Stone Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Tyler-Stone Wealth Management’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-350
Closed -$5.42K – 819
2024
Q2 		$5.42K Hold
350
– – ﹤0.01% 744
2024
Q1 		$5.47K Hold
350
– – ﹤0.01% 742
2023
Q4 		$4.9K Hold
350
– – ﹤0.01% 733
2023
Q3 		$4K Hold
350
– – ﹤0.01% 755
2023
Q2 		$4K Buy
+350
New +$4.29K ﹤0.01% 742
2022
Q4 		$4K Hold
350
– – ﹤0.01% 697
2022
Q3 		$4K Hold
350
– – ﹤0.01% 682
2022
Q2 		$4K Hold
350
– – ﹤0.01% 703
2022
Q1 		$5K Hold
350
– – ﹤0.01% 678
2021
Q4 		$5K Buy
+350
New +$5.1K ﹤0.01% 708

Other funds holding SCD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

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

Tyler-Stone Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q3 2024, closing a stake of 350 shares — an estimated $5.42K sold.

Tyler-Stone Wealth Management first reported a position in SCD in Q4 2021 and held it in 10 quarters. The position peaked at $5.47K in Q1 2024. 40 funds tracked by Wall St. Rank hold SCD as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining LMP Capital and Income Fund position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 350 LMP Capital and Income Fund shares in Q3 2024, an estimated $5.42K.
  • Tyler-Stone Wealth Management first reported a position in LMP Capital and Income Fund in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's LMP Capital and Income Fund position peaked at $5.47K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2024.

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