AWS
TYG

Atria Wealth Solutions’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-10,426
Closed -$322K – 2067
2024
Q1 		$322K Buy
10,426
+315
+3% +$9.21K ﹤0.01% 1514
2023
Q4 		$291K Hold
10,111
– – ﹤0.01% 1526
2023
Q3 		$292K Buy
10,111
+1
+0% +$30 ﹤0.01% 1428
2023
Q2 		$294K Sell
10,110
-3,068
-23% -$88.4K ﹤0.01% 1461
2023
Q1 		$387K Buy
+13,178
New +$415K 0.01% 1284

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
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Atria Wealth Solutions's TYG Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2024, closing a stake of 10,426 shares — an estimated $322K sold.

Atria Wealth Solutions first reported a position in TYG in Q1 2023 and held it in 5 quarters. The position peaked at $387K in Q1 2023. 108 funds tracked by Wall St. Rank hold TYG as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,426 Tortoise Energy Infrastructure Corp shares in Q2 2024, an estimated $322K.
  • Atria Wealth Solutions first reported a position in Tortoise Energy Infrastructure Corp in Q1 2023 and held it in 5 quarters.
  • Atria Wealth Solutions's Tortoise Energy Infrastructure Corp position peaked at $387K in Q1 2023.
  • 108 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.