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BDO Wealth Advisors’s TRI-Continental Corp TY Stock Holding History

BDO Wealth 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
2023
Q2 		– Sell
-125
Closed -$3.32K – 1060
2023
Q1 		$3.32K Buy
+125
New +$3.35K ﹤0.01% 851

Other funds holding TY

Morgan Stanley
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
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BDO Wealth Advisors's TY Position: Q2 2023 in Review

BDO Wealth Advisors sold out of TRI-Continental Corp (TY) in Q2 2023, closing a stake of 125 shares — an estimated $3.32K sold.

BDO Wealth Advisors first reported a position in TY in Q1 2023 and held it in 1 quarter. The position peaked at $3.32K in Q1 2023. 122 funds tracked by Wall St. Rank hold TY as of Q2 2023.

  • BDO Wealth Advisors reported no remaining TRI-Continental Corp position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 125 TRI-Continental Corp shares in Q2 2023, an estimated $3.32K.
  • BDO Wealth Advisors first reported a position in TRI-Continental Corp in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's TRI-Continental Corp position peaked at $3.32K in Q1 2023.
  • 122 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.