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Crestwood Advisors Group’s TRI-Continental Corp TY Stock Holding History

Crestwood Advisors Group’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
-7,227
Closed -$223K – 295
2022
Q1 		$223K Sell
7,227
-8,600
-54% -$266K 0.01% 259
2021
Q4 		$525K Buy
+15,827
New +$545K 0.01% 201

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 $319M AUM 3.9% 1-Year Est. Return

Crestwood Advisors Group's TY Position: Q2 2022 in Review

Crestwood Advisors Group sold out of TRI-Continental Corp (TY) in Q2 2022, closing a stake of 7,227 shares — an estimated $223K sold.

Crestwood Advisors Group first reported a position in TY in Q4 2021 and held it in 2 quarters. The position peaked at $525K in Q4 2021. 121 funds tracked by Wall St. Rank hold TY as of Q2 2022.

  • Crestwood Advisors Group reported no remaining TRI-Continental Corp position as of Q2 2022 after selling out during the quarter.
  • Crestwood Advisors Group sold 7,227 TRI-Continental Corp shares in Q2 2022, an estimated $223K.
  • Crestwood Advisors Group first reported a position in TRI-Continental Corp in Q4 2021 and held it in 2 quarters.
  • Crestwood Advisors Group's TRI-Continental Corp position peaked at $525K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2022.

Based on Crestwood Advisors Group's 13F filing for Q2 2022, filed 7 Jul 2022.