MFG
TY icon

Merit Financial Group’s TRI-Continental Corp TY Stock Holding History

Merit Financial Group’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
Q3 		– Sell
-17,248
Closed -$451K – 641
2022
Q2 		$451K Buy
+17,248
New +$495K 0.01% 380

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

Merit Financial Group's TY Position: Q3 2022 in Review

Merit Financial Group sold out of TRI-Continental Corp (TY) in Q3 2022, closing a stake of 17,248 shares — an estimated $451K sold.

Merit Financial Group first reported a position in TY in Q2 2022 and held it in 1 quarter. The position peaked at $451K in Q2 2022. 114 funds tracked by Wall St. Rank hold TY as of Q3 2022.

  • Merit Financial Group reported no remaining TRI-Continental Corp position as of Q3 2022 after selling out during the quarter.
  • Merit Financial Group sold 17,248 TRI-Continental Corp shares in Q3 2022, an estimated $451K.
  • Merit Financial Group first reported a position in TRI-Continental Corp in Q2 2022 and held it in 1 quarter.
  • Merit Financial Group's TRI-Continental Corp position peaked at $451K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2022.

Based on Merit Financial Group's 13F filing for Q3 2022, filed 31 Oct 2022.