BWM
TY icon

Birchcreek Wealth Management’s TRI-Continental Corp TY Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-1,336
Closed -$39K – 282
2020
Q4 		$39K Buy
+1,336
New +$37.4K 0.04% 245

Other funds holding TY

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BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Birchcreek Wealth Management's TY Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of TRI-Continental Corp (TY) in Q1 2021, closing a stake of 1,336 shares — an estimated $39K sold.

Birchcreek Wealth Management first reported a position in TY in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 117 funds tracked by Wall St. Rank hold TY as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining TRI-Continental Corp position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 1,336 TRI-Continental Corp shares in Q1 2021, an estimated $39K.
  • Birchcreek Wealth Management first reported a position in TRI-Continental Corp in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's TRI-Continental Corp position peaked at $39K in Q4 2020.
  • 117 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.