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Fiduciary Alliance’s TRI-Continental Corp TY Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-327
Closed -$8.97K – 891
2023
Q2 		$8.97K Buy
+327
New +$8.68K ﹤0.01% 584
2023
Q1 		– Sell
-327
Closed -$8.38K – 820
2022
Q4 		$8.38K Buy
+327
New +$8.74K ﹤0.01% 444

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Fiduciary Alliance's TY Position: Q3 2023 in Review

Fiduciary Alliance sold out of TRI-Continental Corp (TY) in Q3 2023, closing a stake of 327 shares — an estimated $8.97K sold.

Fiduciary Alliance first reported a position in TY in Q4 2022 and held it in 2 quarters. The position peaked at $8.97K in Q2 2023. 120 funds tracked by Wall St. Rank hold TY as of Q3 2023.

  • Fiduciary Alliance reported no remaining TRI-Continental Corp position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 327 TRI-Continental Corp shares in Q3 2023, an estimated $8.97K.
  • Fiduciary Alliance first reported a position in TRI-Continental Corp in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's TRI-Continental Corp position peaked at $8.97K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.