BHWM
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Beaird Harris Wealth Management’s TRI-Continental Corp TY Stock Holding History

Beaird Harris Wealth Management’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
Q2 		– Sell
-268
Closed -$8K – 602
2022
Q1 		$8K Buy
268
+2
+0.8% +$62 ﹤0.01% 373
2021
Q4 		$9K Buy
+266
New +$9.15K ﹤0.01% 421

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $617B AUM 30.33% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Beaird Harris Wealth Management's TY Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of TRI-Continental Corp (TY) in Q2 2022, closing a stake of 268 shares — an estimated $8K sold.

Beaird Harris Wealth Management first reported a position in TY in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 121 funds tracked by Wall St. Rank hold TY as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining TRI-Continental Corp position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 268 TRI-Continental Corp shares in Q2 2022, an estimated $8K.
  • Beaird Harris Wealth Management first reported a position in TRI-Continental Corp in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's TRI-Continental Corp position peaked at $9K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.