TW
TY icon

Transform Wealth’s TRI-Continental Corp TY Stock Holding History

Transform Wealth’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
2025
Q1 		$565K Hold
18,437
– – 0.03% 161
2024
Q4 		$584K Hold
18,437
– – 0.03% 165
2024
Q3 		$609K Hold
18,437
– – 0.04% 136
2024
Q2 		$571K Buy
18,437
+173
+0.9% +$5.25K 0.04% 139
2024
Q1 		$563K Buy
18,264
+154
+0.9% +$4.53K 0.05% 144
2023
Q4 		$522K Sell
18,110
-5,330
-23% -$145K 0.05% 164
2023
Q3 		$623K Sell
23,440
-23,052
-50% -$635K 0.07% 152
2023
Q2 		$1.27M Buy
46,492
+500
+1% +$13.3K 0.11% 126
2023
Q1 		$1.22M Buy
45,992
+23,219
+102% +$622K 0.12% 123
2022
Q4 		$584K Buy
+22,773
New +$609K 0.07% 137

Other funds holding TY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return