MWM
TY icon

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

Minot 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
2022
Q1 		– Sell
-7,527
Closed -$250K – 225
2021
Q4 		$250K Buy
+7,527
New +$259K 0.05% 169

Other funds holding TY

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PPA
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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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Minot Wealth Management's TY Position: Q1 2022 in Review

Minot Wealth Management sold out of TRI-Continental Corp (TY) in Q1 2022, closing a stake of 7,527 shares — an estimated $250K sold.

Minot Wealth Management first reported a position in TY in Q4 2021 and held it in 1 quarter. The position peaked at $250K in Q4 2021. 130 funds tracked by Wall St. Rank hold TY as of Q1 2022.

  • Minot Wealth Management reported no remaining TRI-Continental Corp position as of Q1 2022 after selling out during the quarter.
  • Minot Wealth Management sold 7,527 TRI-Continental Corp shares in Q1 2022, an estimated $250K.
  • Minot Wealth Management first reported a position in TRI-Continental Corp in Q4 2021 and held it in 1 quarter.
  • Minot Wealth Management's TRI-Continental Corp position peaked at $250K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.