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Personal Wealth Partners’s TRI-Continental Corp TY Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-780
Closed -$27K – 372
2021
Q2 		$27K Buy
+780
New +$26.4K 0.01% 191
2020
Q1 		– Sell
-765
Closed -$22K – 568
2019
Q4 		$22K Buy
765
+21
+3% +$583 0.01% 192
2019
Q3 		$20K Buy
+744
New +$20.1K 0.01% 199

Other funds holding TY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Personal Wealth Partners's TY Position: Q3 2021 in Review

Personal Wealth Partners sold out of TRI-Continental Corp (TY) in Q3 2021, closing a stake of 780 shares — an estimated $27K sold.

Personal Wealth Partners first reported a position in TY in Q3 2019 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 113 funds tracked by Wall St. Rank hold TY as of Q3 2021.

  • Personal Wealth Partners reported no remaining TRI-Continental Corp position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 780 TRI-Continental Corp shares in Q3 2021, an estimated $27K.
  • Personal Wealth Partners first reported a position in TRI-Continental Corp in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's TRI-Continental Corp position peaked at $27K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.