Tradition Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Tradition Wealth Management’s Portfolio TYG Stock Details TYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-275	Closed	-$8K	–	1130
2023 Q4	$8K	Hold	275	–	–	﹤0.01%	1050
2023 Q3	$8K	Hold	275	–	–	﹤0.01%	1076
2023 Q2	$8K	Hold	275	–	–	﹤0.01%	1105
2023 Q1	$8K	Hold	275	–	–	﹤0.01%	1057
2022 Q4	$9K	Hold	275	–	–	﹤0.01%	939
2022 Q3	$8K	Hold	275	–	–	﹤0.01%	986
2022 Q2	$8K	Hold	275	–	–	﹤0.01%	880
2022 Q1	$10K	Hold	275	–	–	﹤0.01%	907
2021 Q4	$8K	Hold	275	–	–	﹤0.01%	975
2021 Q3	$7K	Hold	275	–	–	﹤0.01%	989
2021 Q2	$8K	Buy	+275	New	+$7.49K	﹤0.01%	993
2021 Q1	–	Sell	-275	Closed	-$6K	–	1025
2020 Q4	$6K	Buy	+275	New	+$5K	﹤0.01%	834

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Tradition Wealth Management's TYG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2024, closing a stake of 275 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in TYG in Q4 2020 and held it in 12 quarters. The position peaked at $10K in Q1 2022. 109 funds tracked by Wall St. Rank hold TYG as of Q1 2024.

Tradition Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 275 Tortoise Energy Infrastructure Corp shares in Q1 2024, an estimated $8K.
Tradition Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $10K in Q1 2022.
109 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.