Lido Advisors
TY icon

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

Lido 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
2022
Q4 		– Sell
-9,217
Closed -$235K – 1088
2022
Q3 		$235K Sell
9,217
-742
-7% -$20.5K ﹤0.01% 840
2022
Q2 		$260K Sell
9,959
-1,344
-12% -$38.6K ﹤0.01% 795
2022
Q1 		$348K Hold
11,303
– – ﹤0.01% 755
2021
Q4 		$375K Buy
+11,303
New +$389K ﹤0.01% 716

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lido Advisors's TY Position: Q4 2022 in Review

Lido Advisors sold out of TRI-Continental Corp (TY) in Q4 2022, closing a stake of 9,217 shares — an estimated $235K sold.

Lido Advisors first reported a position in TY in Q4 2021 and held it in 4 quarters. The position peaked at $375K in Q4 2021. 125 funds tracked by Wall St. Rank hold TY as of Q4 2022.

  • Lido Advisors reported no remaining TRI-Continental Corp position as of Q4 2022 after selling out during the quarter.
  • Lido Advisors sold 9,217 TRI-Continental Corp shares in Q4 2022, an estimated $235K.
  • Lido Advisors first reported a position in TRI-Continental Corp in Q4 2021 and held it in 4 quarters.
  • Lido Advisors's TRI-Continental Corp position peaked at $375K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2022.

Based on Lido Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.