AW
TYG

Atlas Wealth’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Atlas Wealth’s Portfolio TYG Stock Details TYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-175,927
Closed -$6.21M – 150
2024
Q2 		$6.21M Buy
+175,927
New +$5.72M 0.73% 37
2023
Q4 		– Sell
-155,771
Closed -$4.5M – 138
2023
Q3 		$4.5M Sell
155,771
-122
-0.1% -$3.68K 0.84% 33
2023
Q2 		$4.67M Sell
155,893
-3,670
-2% -$106K 0.86% 32
2023
Q1 		$4.69M Sell
159,563
-1,679
-1% -$52.9K 0.92% 32
2022
Q4 		$5.12M Buy
+161,242
New +$5.23M 1.38% 20

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Atlas Wealth's TYG Position: Q3 2024 in Review

Atlas Wealth sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2024, closing a stake of 175,927 shares — an estimated $6.21M sold.

Atlas Wealth first reported a position in TYG in Q4 2022 and held it in 5 quarters. The position peaked at $6.21M in Q2 2024. 103 funds tracked by Wall St. Rank hold TYG as of Q3 2024.

  • Atlas Wealth reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 175,927 Tortoise Energy Infrastructure Corp shares in Q3 2024, an estimated $6.21M.
  • Atlas Wealth first reported a position in Tortoise Energy Infrastructure Corp in Q4 2022 and held it in 5 quarters.
  • Atlas Wealth's Tortoise Energy Infrastructure Corp position peaked at $6.21M in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.