SFS
TY icon

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

Sowell 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
2021
Q2 		– Sell
-397
Closed -$14K – 2565
2021
Q1 		$14K Buy
397
+349
+727% +$10.8K ﹤0.01% 2200
2020
Q4 		$1K Sell
48
-8
-14% -$224 ﹤0.01% 2628
2020
Q3 		$1K Hold
56
– – ﹤0.01% 2442
2020
Q2 		$1K Hold
56
– – ﹤0.01% 2382
2020
Q1 		$1K Sell
56
-2
-3% -$52 ﹤0.01% 2328
2019
Q4 		$2K Buy
58
+1
+2% +$28 ﹤0.01% 2249
2019
Q3 		$2K Buy
+57
New +$1.54K ﹤0.01% 2143

Other funds holding TY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Sowell Financial Services's TY Position: Q2 2021 in Review

Sowell Financial Services sold out of TRI-Continental Corp (TY) in Q2 2021, closing a stake of 397 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in TY in Q3 2019 and held it in 7 quarters. The position peaked at $14K in Q1 2021. 120 funds tracked by Wall St. Rank hold TY as of Q2 2021.

  • Sowell Financial Services reported no remaining TRI-Continental Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 397 TRI-Continental Corp shares in Q2 2021, an estimated $14K.
  • Sowell Financial Services first reported a position in TRI-Continental Corp in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's TRI-Continental Corp position peaked at $14K in Q1 2021.
  • 120 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.