Advisornet Financial’s TRI-Continental Corp TY Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-20,657	Closed	-$686K	–	2222
2021 Q4	$686K	Hold	20,657	–	–	0.04%	337
2021 Q3	$690K	Hold	20,657	–	–	0.05%	306
2021 Q2	$704K	Hold	20,657	–	–	0.05%	324
2021 Q1	$670K	Sell	20,657 -2,407	-10%	-$74.4K	0.05%	318
2020 Q4	$680K	Sell	23,064 -602	-3%	-$16.8K	0.06%	295
2020 Q3	$614K	Sell	23,666 -1,003	-4%	-$26.1K	0.05%	305
2020 Q2	$610K	Sell	24,669 -4,814	-16%	-$114K	0.05%	304
2020 Q1	$616K	Sell	29,483 -6,918	-19%	-$181K	0.06%	266
2019 Q4	$1.03M	Hold	36,401	–	–	0.09%	217
2019 Q3	$992K	Hold	36,401	–	–	0.09%	215
2019 Q2	$982K	Hold	36,401	–	–	0.11%	193
2019 Q1	$957K	Hold	36,401	–	–	0.12%	185
2018 Q4	$856K	Sell	36,401 -602	-2%	-$15.5K	0.12%	177
2018 Q3	$1.03M	Sell	37,003 -804	-2%	-$22.1K	0.13%	154
2018 Q2	$1M	Sell	37,807 -904	-2%	-$24.3K	0.14%	142
2018 Q1	$1.02M	Buy	+38,711	New	+$1.05M	0.14%	132

Other funds holding TY

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return