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

FourThought Financial’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 Q3	$246K	Sell	9,640 -1,182	-11%	-$32.7K	0.04%	271
2022 Q2	$283K	Sell	10,822 -2,777	-20%	-$79.8K	0.04%	277
2022 Q1	$419K	Sell	13,599 -2,436	-15%	-$75.5K	0.05%	223
2021 Q4	$532K	Sell	16,035 -17,864	-53%	-$615K	0.07%	189
2021 Q3	$1.13M	Sell	33,899 -1,816	-5%	-$62.2K	0.15%	123
2021 Q2	$1.22M	Sell	35,715 -1,955	-5%	-$66.2K	0.16%	118
2021 Q1	$1.22M	Buy	37,670 +1,231	+3%	+$38K	0.18%	106
2020 Q4	$1.07M	Buy	+36,439	New	+$1.02M	0.17%	106

Other funds holding TY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FourThought Financial's TY Position: Q3 2022 in Review

FourThought Financial reduced its TRI-Continental Corp (TY) stake by 11% in Q3 2022, selling an estimated $32.7K and leaving 9,640 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #271.

FourThought Financial first reported a position in TY in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.22M in Q1 2021. 114 funds tracked by Wall St. Rank hold TY as of Q3 2022.

FourThought Financial held 9,640 shares of TRI-Continental Corp worth $246K as of Q3 2022.
FourThought Financial sold 1,182 TRI-Continental Corp shares in Q3 2022, an estimated $32.7K.
TRI-Continental Corp made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #271 holding.
FourThought Financial first reported a position in TRI-Continental Corp in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's TRI-Continental Corp position peaked at $1.22M in Q1 2021.
114 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.