FPWM
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FSB Premier Wealth Management’s TRI-Continental Corp TY Stock Holding History

FSB Premier Wealth Management’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
Q1 		– Sell
-1,262
Closed -$41K – 471
2021
Q4 		$41K Buy
+1,262
New +$43.4K 0.02% 258

Other funds holding TY

BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FSB Premier Wealth Management's TY Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of TRI-Continental Corp (TY) in Q1 2022, closing a stake of 1,262 shares — an estimated $41K sold.

FSB Premier Wealth Management first reported a position in TY in Q4 2021 and held it in 1 quarter. The position peaked at $41K in Q4 2021. 130 funds tracked by Wall St. Rank hold TY as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining TRI-Continental Corp position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 1,262 TRI-Continental Corp shares in Q1 2022, an estimated $41K.
  • FSB Premier Wealth Management first reported a position in TRI-Continental Corp in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's TRI-Continental Corp position peaked at $41K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.