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TFC Financial Management’s TRI-Continental Corp TY Stock Holding History

TFC Financial 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
Q2 		– Sell
-195
Closed -$6K – 566
2022
Q1 		$6K Hold
195
– – ﹤0.01% 342
2021
Q4 		$6K Hold
195
– – ﹤0.01% 381
2021
Q3 		$7K Hold
195
– – ﹤0.01% 364
2021
Q2 		$7K Hold
195
– – ﹤0.01% 348
2021
Q1 		$6K Hold
195
– – ﹤0.01% 350
2020
Q4 		$6K Sell
195
-425
-69% -$11.9K ﹤0.01% 351
2020
Q3 		$16K Buy
+620
New +$16.1K 0.01% 252

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

TFC Financial Management's TY Position: Q2 2022 in Review

TFC Financial Management sold out of TRI-Continental Corp (TY) in Q2 2022, closing a stake of 195 shares — an estimated $6K sold.

TFC Financial Management first reported a position in TY in Q3 2020 and held it in 7 quarters. The position peaked at $16K in Q3 2020. 121 funds tracked by Wall St. Rank hold TY as of Q2 2022.

  • TFC Financial Management reported no remaining TRI-Continental Corp position as of Q2 2022 after selling out during the quarter.
  • TFC Financial Management sold 195 TRI-Continental Corp shares in Q2 2022, an estimated $6K.
  • TFC Financial Management first reported a position in TRI-Continental Corp in Q3 2020 and held it in 7 quarters.
  • TFC Financial Management's TRI-Continental Corp position peaked at $16K in Q3 2020.
  • 121 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2022.

Based on TFC Financial Management's 13F filing for Q2 2022, filed 3 Aug 2022.