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	$14	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 $1.66T AUM 25.57% 1-Year Est. Return

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return