TSWM
TKR icon

Tyler-Stone Wealth Management’s Timken Company TKR Stock Holding History

Tyler-Stone Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-75
Closed -$6K – 985
2023
Q3 		$6K Hold
75
– – ﹤0.01% 695
2023
Q2 		$7K Buy
+75
New +$5.91K ﹤0.01% 674
2022
Q4 		$5K Hold
75
– – ﹤0.01% 667
2022
Q3 		$4K Hold
75
– – ﹤0.01% 686
2022
Q2 		$4K Hold
75
– – ﹤0.01% 706
2022
Q1 		$5K Hold
75
– – ﹤0.01% 680
2021
Q4 		$5K Buy
+75
New +$5.26K ﹤0.01% 710

Other funds holding TKR

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Tyler-Stone Wealth Management's TKR Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of Timken Company (TKR) in Q4 2023, closing a stake of 75 shares — an estimated $6K sold.

Tyler-Stone Wealth Management first reported a position in TKR in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q2 2023. 445 funds tracked by Wall St. Rank hold TKR as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining Timken Company position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 75 Timken Company shares in Q4 2023, an estimated $6K.
  • Tyler-Stone Wealth Management first reported a position in Timken Company in Q4 2021 and held it in 7 quarters.
  • Tyler-Stone Wealth Management's Timken Company position peaked at $7K in Q2 2023.
  • 445 funds tracked by Wall St. Rank held Timken Company as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.