AWM
TY icon

Accel Wealth Management’s TRI-Continental Corp TY Stock Holding History

Accel Wealth Management’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,373
Closed -$36.5K – 814
2023
Q1 		$36.5K Buy
1,373
+15
+1% +$402 0.01% 554
2022
Q4 		$34.8K Hold
1,358
– – 0.02% 427
2022
Q3 		$37K Hold
1,358
– – 0.02% 434
2022
Q2 		$36K Sell
1,358
-1,358
-50% -$39K 0.02% 416
2022
Q1 		$84K Hold
2,716
– – 0.04% 279
2021
Q4 		$90K Hold
2,716
– – 0.04% 276
2021
Q3 		$91K Buy
+2,716
New +$93K 0.06% 238

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Accel Wealth Management's TY Position: Q2 2023 in Review

Accel Wealth Management sold out of TRI-Continental Corp (TY) in Q2 2023, closing a stake of 1,373 shares — an estimated $36.5K sold.

Accel Wealth Management first reported a position in TY in Q3 2021 and held it in 7 quarters. The position peaked at $91K in Q3 2021. 122 funds tracked by Wall St. Rank hold TY as of Q2 2023.

  • Accel Wealth Management reported no remaining TRI-Continental Corp position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,373 TRI-Continental Corp shares in Q2 2023, an estimated $36.5K.
  • Accel Wealth Management first reported a position in TRI-Continental Corp in Q3 2021 and held it in 7 quarters.
  • Accel Wealth Management's TRI-Continental Corp position peaked at $91K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.