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Retirement Group’s TRI-Continental Corp TY Stock Holding History

Retirement Group’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
2024
Q1 		$2.56K Hold
83
– – ﹤0.01% 629
2023
Q4 		$2.39K Hold
83
– – ﹤0.01% 621
2023
Q3 		$2.21K Hold
83
– – ﹤0.01% 575
2023
Q2 		$2.28K Hold
83
– – ﹤0.01% 605
2023
Q1 		$2K Sell
83
-83
-50% -$2.22K ﹤0.01% 609
2022
Q4 		$4K Buy
+166
New +$4.44K ﹤0.01% 465

Other funds holding TY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Retirement Group's TY Position: Q1 2024 in Review

Retirement Group held its TRI-Continental Corp (TY) position steady in Q1 2024 at 83 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Retirement Group first reported a position in TY in Q4 2022 and has held it in 6 quarters since. The position peaked at $4K in Q4 2022. 130 funds tracked by Wall St. Rank hold TY as of Q1 2024.

  • Retirement Group held 83 shares of TRI-Continental Corp worth $2.56K as of Q1 2024.
  • Retirement Group left its TRI-Continental Corp share count unchanged in Q1 2024.
  • TRI-Continental Corp made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #629 holding.
  • Retirement Group first reported a position in TRI-Continental Corp in Q4 2022 and has held it in 6 quarters since.
  • Retirement Group's TRI-Continental Corp position peaked at $4K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.