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FourThought Financial Partners’s TRI-Continental Corp TY Stock Holding History

FourThought Financial Partners’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
Q1 		– Sell
-8,445
Closed -$216K – 339
2022
Q4 		$216K Buy
+8,445
New +$226K 0.03% 294

Other funds holding TY

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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
Allspring Global Investments
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
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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FourThought Financial Partners's TY Position: Q1 2023 in Review

FourThought Financial Partners sold out of TRI-Continental Corp (TY) in Q1 2023, closing a stake of 8,445 shares — an estimated $216K sold.

FourThought Financial Partners first reported a position in TY in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 116 funds tracked by Wall St. Rank hold TY as of Q1 2023.

  • FourThought Financial Partners reported no remaining TRI-Continental Corp position as of Q1 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 8,445 TRI-Continental Corp shares in Q1 2023, an estimated $216K.
  • FourThought Financial Partners first reported a position in TRI-Continental Corp in Q4 2022 and held it in 1 quarter.
  • FourThought Financial Partners's TRI-Continental Corp position peaked at $216K in Q4 2022.
  • 116 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2023.

Based on FourThought Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.