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Mount Yale Investment Advisors’s Tredegar Corp TG Stock Holding History

Mount Yale Investment Advisors’s Portfolio TG Stock Details TG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-891
Closed -$7.84K – 1511
2025
Q2 		$7.84K Buy
+891
New +$7.19K ﹤0.01% 1169
2018
Q4 		– Sell
-1,310
Closed -$27K – 730
2018
Q3 		$27K Sell
1,310
-215
-14% -$4.93K ﹤0.01% 723
2018
Q2 		$36K Sell
1,525
-578
-27% -$12.2K 0.01% 692
2018
Q1 		$38K Buy
+2,103
New +$37.9K 0.01% 673

Other funds holding TG

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mount Yale Investment Advisors's TG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Tredegar Corp (TG) in Q3 2025, closing a stake of 891 shares — an estimated $7.84K sold.

Mount Yale Investment Advisors first reported a position in TG in Q1 2018 and held it in 4 quarters. The position peaked at $38K in Q1 2018. 114 funds tracked by Wall St. Rank hold TG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Tredegar Corp position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 891 Tredegar Corp shares in Q3 2025, an estimated $7.84K.
  • Mount Yale Investment Advisors first reported a position in Tredegar Corp in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Tredegar Corp position peaked at $38K in Q1 2018.
  • 114 funds tracked by Wall St. Rank held Tredegar Corp as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.