Belpointe Asset Management’s TRI-Continental Corp TY Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-284	Closed	-$7.54K	–	3188
2023 Q1	$7.54K	Hold	284	–	–	﹤0.01%	2858
2022 Q4	$7.28K	Buy	+284	New	+$7.59K	﹤0.01%	2773

Other funds holding TY

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 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Belpointe Asset Management's TY Position: Q2 2023 in Review

Belpointe Asset Management sold out of TRI-Continental Corp (TY) in Q2 2023, closing a stake of 284 shares — an estimated $7.54K sold.

Belpointe Asset Management first reported a position in TY in Q4 2022 and held it in 2 quarters. The position peaked at $7.54K in Q1 2023. 122 funds tracked by Wall St. Rank hold TY as of Q2 2023.

Belpointe Asset Management reported no remaining TRI-Continental Corp position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 284 TRI-Continental Corp shares in Q2 2023, an estimated $7.54K.
Belpointe Asset Management first reported a position in TRI-Continental Corp in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's TRI-Continental Corp position peaked at $7.54K in Q1 2023.
122 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.