IGWM
TYG

ICA Group Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

ICA Group Wealth Management’s Portfolio TYG Stock Details TYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-102
Closed -$3.15K – 1298
2024
Q1 		$3.15K Hold
102
– – ﹤0.01% 1117
2023
Q4 		$2.94K Buy
+102
New +$2.88K ﹤0.01% 1123
2023
Q3 		– Sell
-102
Closed -$2.96K – 1153
2023
Q2 		$2.96K Buy
+102
New +$2.94K ﹤0.01% 1080

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

ICA Group Wealth Management's TYG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2024, closing a stake of 102 shares — an estimated $3.15K sold.

ICA Group Wealth Management first reported a position in TYG in Q2 2023 and held it in 3 quarters. The position peaked at $3.15K in Q1 2024. 108 funds tracked by Wall St. Rank hold TYG as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 102 Tortoise Energy Infrastructure Corp shares in Q2 2024, an estimated $3.15K.
  • ICA Group Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $3.15K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.