CIA
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Choate Investment Advisors’s TRI-Continental Corp TY Stock Holding History

Choate Investment 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
2026
Q1 		– Sell
-6,578
Closed -$215K – 458
2025
Q4 		$215K Hold
6,578
– – ﹤0.01% 420
2025
Q3 		$224K Hold
6,578
– – ﹤0.01% 392
2025
Q2 		$208K Sell
6,578
-350
-5% -$10.6K ﹤0.01% 393
2025
Q1 		$212K Hold
6,928
– – 0.01% 379
2024
Q4 		$220K Hold
6,928
– – 0.01% 374
2024
Q3 		$229K Hold
6,928
– – 0.01% 355
2024
Q2 		$215K Hold
6,928
– – 0.01% 353
2024
Q1 		$213K Buy
+6,928
New +$204K 0.01% 384

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BBPWM
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Allspring Global Investments
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return