SCA
TY icon

Strategic Capital Advisers’s TRI-Continental Corp TY Stock Holding History

Strategic Capital Advisers’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 		$592K Buy
22,637
+98
+0.4% +$2.81K 0.49% 41
2022
Q1 		$695K Buy
22,539
+173
+0.8% +$5.36K 0.53% 41
2021
Q4 		$742K Buy
22,366
+1,993
+10% +$68.6K 0.53% 41
2021
Q3 		$680K Buy
+20,373
New +$698K 0.53% 42

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

Strategic Capital Advisers's TY Position: Q2 2022 in Review

Strategic Capital Advisers increased its TRI-Continental Corp (TY) stake by 0.43% in Q2 2022, buying an estimated $2.81K and bringing the position to 22,637 shares worth $592K. The position accounts for 0.49% of the portfolio, ranked #41.

Strategic Capital Advisers first reported a position in TY in Q3 2021 and has held it in 4 quarters since. The position peaked at $742K in Q4 2021. 121 funds tracked by Wall St. Rank hold TY as of Q2 2022.

  • Strategic Capital Advisers held 22,637 shares of TRI-Continental Corp worth $592K as of Q2 2022.
  • Strategic Capital Advisers bought 98 TRI-Continental Corp shares in Q2 2022, an estimated $2.81K.
  • TRI-Continental Corp made up 0.49% of Strategic Capital Advisers's portfolio in Q2 2022, its #41 holding.
  • Strategic Capital Advisers first reported a position in TRI-Continental Corp in Q3 2021 and has held it in 4 quarters since.
  • Strategic Capital Advisers's TRI-Continental Corp position peaked at $742K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.