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NWAM LLC’s TRI-Continental Corp TY Stock Holding History

NWAM LLC’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
2025
Q4 		– Sell
-5,991
Closed -$204K – 674
2025
Q3 		$204K Buy
+5,991
New +$198K 0.01% 612
2023
Q3 		– Sell
-9,106
Closed -$250K – 548
2023
Q2 		$250K Buy
+9,106
New +$242K 0.02% 459
2023
Q1 		– Sell
-9,106
Closed -$233K – 550
2022
Q4 		$233K Hold
9,106
– – 0.02% 461
2022
Q3 		$233K Hold
9,106
– – 0.02% 432
2022
Q2 		$238K Sell
9,106
-1,000
-10% -$28.7K 0.02% 455
2022
Q1 		$312K Buy
+10,106
New +$313K 0.02% 412

Other funds holding TY

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return