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Richwood Investment Advisors’s TRI-Continental Corp TY Stock Holding History

Richwood Investment Advisors’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
Q1 		– Sell
-600
Closed -$20K – 238
2021
Q4 		$20K Buy
+600
New +$20.6K 0.02% 208

Other funds holding TY

BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Richwood Investment Advisors's TY Position: Q1 2022 in Review

Richwood Investment Advisors sold out of TRI-Continental Corp (TY) in Q1 2022, closing a stake of 600 shares — an estimated $20K sold.

Richwood Investment Advisors first reported a position in TY in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 130 funds tracked by Wall St. Rank hold TY as of Q1 2022.

  • Richwood Investment Advisors reported no remaining TRI-Continental Corp position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 600 TRI-Continental Corp shares in Q1 2022, an estimated $20K.
  • Richwood Investment Advisors first reported a position in TRI-Continental Corp in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's TRI-Continental Corp position peaked at $20K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.