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

Altus 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
2022 Q2	–	Sell	-6,834	Closed	-$211K	–	40
2022 Q1	$211K	Buy	6,834 +23	+0.3%	+$713	0.15%	36
2021 Q4	$226K	Buy	6,811 +262	+4%	+$9.02K	0.13%	35
2021 Q3	$219K	Buy	6,549 +20	+0.3%	+$685	0.14%	35
2021 Q2	$223K	Buy	6,529 +36	+0.6%	+$1.22K	0.14%	33
2021 Q1	$211K	Buy	+6,493	New	+$201K	0.15%	33

Other funds holding TY

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 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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFS

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

Altus Wealth Management's TY Position: Q2 2022 in Review

Altus Wealth Management sold out of TRI-Continental Corp (TY) in Q2 2022, closing a stake of 6,834 shares — an estimated $211K sold.

Altus Wealth Management first reported a position in TY in Q1 2021 and held it in 5 quarters. The position peaked at $226K in Q4 2021. 121 funds tracked by Wall St. Rank hold TY as of Q2 2022.

Altus Wealth Management reported no remaining TRI-Continental Corp position as of Q2 2022 after selling out during the quarter.
Altus Wealth Management sold 6,834 TRI-Continental Corp shares in Q2 2022, an estimated $211K.
Altus Wealth Management first reported a position in TRI-Continental Corp in Q1 2021 and held it in 5 quarters.
Altus Wealth Management's TRI-Continental Corp position peaked at $226K in Q4 2021.
121 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2022.

Based on Altus Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.