AW
TY icon

Atlas Wealth’s TRI-Continental Corp TY Stock Holding History

Atlas Wealth’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
2024
Q3 		– Sell
-24,906
Closed -$778K – 149
2024
Q2 		$778K Buy
+24,906
New +$756K 0.09% 117
2023
Q4 		– Sell
-27,018
Closed -$718K – 137
2023
Q3 		$718K Hold
27,018
– – 0.13% 92
2023
Q2 		$759K Sell
27,018
-2,521
-9% -$66.9K 0.14% 96
2023
Q1 		$784K Sell
29,539
-1,263
-4% -$33.8K 0.15% 92
2022
Q4 		$789K Buy
+30,802
New +$823K 0.21% 69

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BFS
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Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
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BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return