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	–	569
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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return