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Kovack Advisors’s TRI-Continental Corp TY Stock Holding History

Kovack Advisors’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
2023
Q2 		– Sell
-8,589
Closed -$228K – 648
2023
Q1 		$228K Sell
8,589
-2,642
-24% -$70.7K 0.03% 478
2022
Q4 		$288K Sell
11,231
-346
-3% -$9.25K 0.04% 414
2022
Q3 		$296K Sell
11,577
-125
-1% -$3.46K 0.04% 412
2022
Q2 		$306K Buy
11,702
+2,448
+26% +$70.3K 0.04% 443
2022
Q1 		$285K Sell
9,254
-2,344
-20% -$72.6K 0.03% 548
2021
Q4 		$385K Buy
11,598
+1,072
+10% +$36.9K 0.04% 449
2021
Q3 		$351K Sell
10,526
-12,500
-54% -$428K 0.04% 476
2021
Q2 		$785K Buy
23,026
+188
+0.8% +$6.37K 0.09% 248
2021
Q1 		$741K Buy
22,838
+5,250
+30% +$162K 0.1% 235
2020
Q4 		$518K Buy
17,588
+204
+1% +$5.71K 0.07% 275
2020
Q3 		$451K Buy
17,384
+136
+0.8% +$3.54K 0.08% 245
2020
Q2 		$426K Hold
17,248
– – 0.08% 241
2020
Q1 		$361K Buy
17,248
+7,468
+76% +$195K 0.08% 252
2019
Q4 		$276K Buy
+9,780
New +$272K 0.05% 372

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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kovack Advisors's TY Position: Q2 2023 in Review

Kovack Advisors sold out of TRI-Continental Corp (TY) in Q2 2023, closing a stake of 8,589 shares — an estimated $228K sold.

Kovack Advisors first reported a position in TY in Q4 2019 and held it in 14 quarters. The position peaked at $785K in Q2 2021. 122 funds tracked by Wall St. Rank hold TY as of Q2 2023.

  • Kovack Advisors reported no remaining TRI-Continental Corp position as of Q2 2023 after selling out during the quarter.
  • Kovack Advisors sold 8,589 TRI-Continental Corp shares in Q2 2023, an estimated $228K.
  • Kovack Advisors first reported a position in TRI-Continental Corp in Q4 2019 and held it in 14 quarters.
  • Kovack Advisors's TRI-Continental Corp position peaked at $785K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2023.

Based on Kovack Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.