SHWM
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Silicon Hills Wealth Management’s TRI-Continental Corp TY Stock Holding History

Silicon Hills Wealth Management’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
-9,257
Closed -$307K – 119
2021
Q4 		$307K Buy
+9,257
New +$319K 0.19% 96

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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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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 $1.89T 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

Silicon Hills Wealth Management's TY Position: Q1 2022 in Review

Silicon Hills Wealth Management sold out of TRI-Continental Corp (TY) in Q1 2022, closing a stake of 9,257 shares — an estimated $307K sold.

Silicon Hills Wealth Management first reported a position in TY in Q4 2021 and held it in 1 quarter. The position peaked at $307K in Q4 2021. 130 funds tracked by Wall St. Rank hold TY as of Q1 2022.

  • Silicon Hills Wealth Management reported no remaining TRI-Continental Corp position as of Q1 2022 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 9,257 TRI-Continental Corp shares in Q1 2022, an estimated $307K.
  • Silicon Hills Wealth Management first reported a position in TRI-Continental Corp in Q4 2021 and held it in 1 quarter.
  • Silicon Hills Wealth Management's TRI-Continental Corp position peaked at $307K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.