American Portfolios Advisors’s TRI-Continental Corp TY Stock Holding History

American Portfolios Advisors’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 Q3	$7.68K	Buy	300 +2	+0.7%	+$55	﹤0.01%	2635
2022 Q2	$7.8K	Sell	298 -61	-17%	-$1.75K	﹤0.01%	2667
2022 Q1	$11.1K	Buy	359 +122	+51%	+$3.78K	﹤0.01%	2648
2021 Q4	$7.86K	Buy	237 +24	+11%	+$826	﹤0.01%	2722
2021 Q3	$7.1K	Buy	213 +2	+0.9%	+$68	﹤0.01%	2704
2021 Q2	$7.19K	Sell	211 -2,919	-93%	-$98.9K	﹤0.01%	2661
2021 Q1	$101K	Buy	3,130 +2	+0.1%	+$62	﹤0.01%	1312
2020 Q4	$92.2K	Buy	3,128 +38	+1%	+$1.06K	﹤0.01%	1192
2020 Q3	$80.1K	Buy	3,090 +25	+0.8%	+$651	﹤0.01%	1150
2020 Q2	$75.7K	Buy	3,065 +3	+0.1%	+$71	﹤0.01%	1123
2020 Q1	$64K	Buy	3,062 +2	+0.1%	+$52	0.01%	1064
2019 Q4	$86.3K	Buy	3,060 +81	+3%	+$2.25K	0.01%	1118
2019 Q3	$81.2K	Hold	2,979	–	–	0.01%	1087
2019 Q2	$80.3K	Buy	2,979 +11	+0.4%	+$294	0.01%	1082
2019 Q1	$78.1K	Hold	2,968	–	–	0.01%	990
2018 Q4	$69.8K	Buy	2,968 +84	+3%	+$2.16K	0.01%	880
2018 Q3	$80.4K	Hold	2,884	–	–	0.01%	927
2018 Q2	$76.5K	Buy	2,884 +22	+0.8%	+$591	0.01%	911
2018 Q1	$75.3K	Hold	2,862	–	–	0.01%	861
2017 Q4	$77.1K	Buy	+2,862	New	+$75K	0.01%	822

Other funds holding TY

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

BFS

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBPWM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RVPG

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

RJFSA

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

DBT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

American Portfolios Advisors's TY Position: Q3 2022 in Review

American Portfolios Advisors increased its TRI-Continental Corp (TY) stake by 0.67% in Q3 2022, buying an estimated $55 and bringing the position to 300 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

American Portfolios Advisors first reported a position in TY in Q4 2017 and has held it in 20 quarters since. The position peaked at $101K in Q1 2021. 114 funds tracked by Wall St. Rank hold TY as of Q3 2022.

American Portfolios Advisors held 300 shares of TRI-Continental Corp worth $7.68K as of Q3 2022.
American Portfolios Advisors bought 2 TRI-Continental Corp shares in Q3 2022, an estimated $55.
TRI-Continental Corp made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2635 holding.
American Portfolios Advisors first reported a position in TRI-Continental Corp in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's TRI-Continental Corp position peaked at $101K in Q1 2021.
114 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.