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Jaffetilchin Investment Partners’s TRI-Continental Corp TY Stock Holding History

Jaffetilchin Investment 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
Q4 		– Sell
-1,022
Closed -$33.8K – 1238
2024
Q3 		$33.8K Buy
+1,022
New +$32.4K ﹤0.01% 646

Other funds holding TY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Jaffetilchin Investment Partners's TY Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of TRI-Continental Corp (TY) in Q4 2024, closing a stake of 1,022 shares — an estimated $33.8K sold.

Jaffetilchin Investment Partners first reported a position in TY in Q3 2024 and held it in 1 quarter. The position peaked at $33.8K in Q3 2024. 149 funds tracked by Wall St. Rank hold TY as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining TRI-Continental Corp position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,022 TRI-Continental Corp shares in Q4 2024, an estimated $33.8K.
  • Jaffetilchin Investment Partners first reported a position in TRI-Continental Corp in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's TRI-Continental Corp position peaked at $33.8K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.