Sugarloaf Wealth Management’s TRI-Continental Corp TY Stock Holding History

Sugarloaf 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 Q4	–	Sell	-417	Closed	-$11K	–	866
2022 Q3	$11K	Hold	417	–	–	﹤0.01%	513
2022 Q2	$11K	Hold	417	–	–	﹤0.01%	518
2022 Q1	$13K	Hold	417	–	–	﹤0.01%	469
2021 Q4	$14K	Hold	417	–	–	﹤0.01%	478
2021 Q3	$14K	Hold	417	–	–	﹤0.01%	488
2021 Q2	$14K	Hold	417	–	–	﹤0.01%	464
2021 Q1	$14K	Hold	417	–	–	﹤0.01%	472
2020 Q4	$12K	Hold	417	–	–	﹤0.01%	466
2020 Q3	$11K	Hold	417	–	–	﹤0.01%	448
2020 Q2	$10K	Hold	417	–	–	﹤0.01%	452
2020 Q1	$9K	Hold	417	–	–	﹤0.01%	451
2019 Q4	$12K	Buy	+417	New	+$11.6K	0.01%	450

Other funds holding TY

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 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sugarloaf Wealth Management's TY Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of TRI-Continental Corp (TY) in Q4 2022, closing a stake of 417 shares — an estimated $11K sold.

Sugarloaf Wealth Management first reported a position in TY in Q4 2019 and held it in 12 quarters. The position peaked at $14K in Q4 2021. 125 funds tracked by Wall St. Rank hold TY as of Q4 2022.

Sugarloaf Wealth Management reported no remaining TRI-Continental Corp position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 417 TRI-Continental Corp shares in Q4 2022, an estimated $11K.
Sugarloaf Wealth Management first reported a position in TRI-Continental Corp in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's TRI-Continental Corp position peaked at $14K in Q4 2021.
125 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.