James Hambro & Partners’s TRI-Continental Corp TY Stock Holding History

James Hambro & 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
2022 Q2	–	Sell	-7,037	Closed	-$218K	–	67
2022 Q1	$218K	Buy	7,037 +660	+10%	+$20.4K	0.02%	66
2021 Q4	$212K	Hold	6,377	–	–	0.01%	72
2021 Q3	$213K	Hold	6,377	–	–	0.02%	85
2021 Q2	$217K	Buy	6,377 +54	+0.9%	+$1.83K	0.02%	84
2021 Q1	$205K	Buy	+6,323	New	+$195K	0.02%	91

Other funds holding TY

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 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

DBT

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

James Hambro & Partners's TY Position: Q2 2022 in Review

James Hambro & Partners sold out of TRI-Continental Corp (TY) in Q2 2022, closing a stake of 7,037 shares — an estimated $218K sold.

James Hambro & Partners first reported a position in TY in Q1 2021 and held it in 5 quarters. The position peaked at $218K in Q1 2022. 121 funds tracked by Wall St. Rank hold TY as of Q2 2022.

James Hambro & Partners reported no remaining TRI-Continental Corp position as of Q2 2022 after selling out during the quarter.
James Hambro & Partners sold 7,037 TRI-Continental Corp shares in Q2 2022, an estimated $218K.
James Hambro & Partners first reported a position in TRI-Continental Corp in Q1 2021 and held it in 5 quarters.
James Hambro & Partners's TRI-Continental Corp position peaked at $218K in Q1 2022.
121 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2022.

Based on James Hambro & Partners's 13F filing for Q2 2022, filed 22 Jul 2022.