PFS
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Prospera Financial Services’s TRI-Continental Corp TY Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-200
Closed -$6K – 2552
2022
Q1 		$6K Buy
+200
New +$6.2K ﹤0.01% 2235
2017
Q2 		– Sell
-11,530
Closed -$267K – 457
2017
Q1 		$267K Buy
+11,530
New +$264K 0.05% 290

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Prospera Financial Services's TY Position: Q2 2022 in Review

Prospera Financial Services sold out of TRI-Continental Corp (TY) in Q2 2022, closing a stake of 200 shares — an estimated $6K sold.

Prospera Financial Services first reported a position in TY in Q1 2017 and held it in 2 quarters. The position peaked at $267K in Q1 2017. 121 funds tracked by Wall St. Rank hold TY as of Q2 2022.

  • Prospera Financial Services reported no remaining TRI-Continental Corp position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 200 TRI-Continental Corp shares in Q2 2022, an estimated $6K.
  • Prospera Financial Services first reported a position in TRI-Continental Corp in Q1 2017 and held it in 2 quarters.
  • Prospera Financial Services's TRI-Continental Corp position peaked at $267K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.