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Johnson Financial Group Inc (Wisconsin)’s TRI-Continental Corp TY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-327
Closed -$10.1K – 956
2024
Q1 		$10.1K Buy
+327
New +$9.62K ﹤0.01% 557

Other funds holding TY

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BFS
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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s TY Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of TRI-Continental Corp (TY) in Q2 2024, closing a stake of 327 shares — an estimated $10.1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in TY in Q1 2024 and held it in 1 quarter. The position peaked at $10.1K in Q1 2024. 135 funds tracked by Wall St. Rank hold TY as of Q2 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining TRI-Continental Corp position as of Q2 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 327 TRI-Continental Corp shares in Q2 2024, an estimated $10.1K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in TRI-Continental Corp in Q1 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s TRI-Continental Corp position peaked at $10.1K in Q1 2024.
  • 135 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.