MWM
TY icon

MinichMacGregor Wealth Management’s TRI-Continental Corp TY Stock Holding History

MinichMacGregor Wealth Management’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
Q1 		– Sell
-860
Closed -$22K – 605
2022
Q4 		$22K Buy
+860
New +$23K 0.01% 298

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
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

MinichMacGregor Wealth Management's TY Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of TRI-Continental Corp (TY) in Q1 2023, closing a stake of 860 shares — an estimated $22K sold.

MinichMacGregor Wealth Management first reported a position in TY in Q4 2022 and held it in 1 quarter. The position peaked at $22K in Q4 2022. 116 funds tracked by Wall St. Rank hold TY as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining TRI-Continental Corp position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 860 TRI-Continental Corp shares in Q1 2023, an estimated $22K.
  • MinichMacGregor Wealth Management first reported a position in TRI-Continental Corp in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's TRI-Continental Corp position peaked at $22K in Q4 2022.
  • 116 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.