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Global Retirement Partners’s TRI-Continental Corp TY Stock Holding History

Global Retirement 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
2024
Q3 		– Sell
-2,105
Closed -$65.2K – 3650
2024
Q2 		$65.2K Buy
2,105
+19
+0.9% +$576 ﹤0.01% 1401
2024
Q1 		$64.2K Hold
2,086
– – ﹤0.01% 1288
2023
Q4 		$59.6K Hold
2,086
– – ﹤0.01% 1272
2023
Q3 		$54.9K Hold
2,086
– – ﹤0.01% 1223
2023
Q2 		$57.2K Hold
2,086
– – ﹤0.01% 1204
2023
Q1 		$55.2K Hold
2,086
– – ﹤0.01% 1189
2022
Q4 		$53.5K Hold
2,086
– – ﹤0.01% 1063
2022
Q3 		$57K Hold
2,086
– – ﹤0.01% 971
2022
Q2 		$55K Buy
2,086
+38
+2% +$1.09K ﹤0.01% 960
2022
Q1 		$57K Buy
+2,048
New +$63.5K ﹤0.01% 950

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Global Retirement Partners's TY Position: Q3 2024 in Review

Global Retirement Partners sold out of TRI-Continental Corp (TY) in Q3 2024, closing a stake of 2,105 shares — an estimated $65.2K sold.

Global Retirement Partners first reported a position in TY in Q1 2022 and held it in 10 quarters. The position peaked at $65.2K in Q2 2024. 136 funds tracked by Wall St. Rank hold TY as of Q3 2024.

  • Global Retirement Partners reported no remaining TRI-Continental Corp position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 2,105 TRI-Continental Corp shares in Q3 2024, an estimated $65.2K.
  • Global Retirement Partners first reported a position in TRI-Continental Corp in Q1 2022 and held it in 10 quarters.
  • Global Retirement Partners's TRI-Continental Corp position peaked at $65.2K in Q2 2024.
  • 136 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.