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	–	2212
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	0.05%	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

BFS

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

PPA

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

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

RVPG

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

SFS

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisornet Financial's TY Position: Q1 2022 in Review

Advisornet Financial sold out of TRI-Continental Corp (TY) in Q1 2022, closing a stake of 20,657 shares — an estimated $686K sold.

Advisornet Financial first reported a position in TY in Q1 2018 and held it in 16 quarters. The position peaked at $1.03M in Q3 2018. 130 funds tracked by Wall St. Rank hold TY as of Q1 2022.

Advisornet Financial reported no remaining TRI-Continental Corp position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 20,657 TRI-Continental Corp shares in Q1 2022, an estimated $686K.
Advisornet Financial first reported a position in TRI-Continental Corp in Q1 2018 and held it in 16 quarters.
Advisornet Financial's TRI-Continental Corp position peaked at $1.03M in Q3 2018.
130 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.