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

Tyler-Stone 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
2024 Q3	–	Sell	-1,726	Closed	-$53.5K	–	893
2024 Q2	$53.5K	Buy	1,726 +32	+2%	+$971	0.02%	356
2024 Q1	$52.2K	Buy	1,694 +14	+0.8%	+$412	0.02%	358
2023 Q4	$48.4K	Buy	1,680 +16	+1%	+$435	0.02%	360
2023 Q3	$44K	Buy	1,664 +16	+1%	+$441	0.03%	359
2023 Q2	$45K	Buy	+1,648	New	+$43.7K	0.03%	358
2022 Q4	$41K	Buy	1,611 +44	+3%	+$1.18K	0.03%	347
2022 Q3	$40K	Buy	1,567 +16	+1%	+$442	0.03%	334
2022 Q2	$41K	Buy	1,551 +45	+3%	+$1.29K	0.03%	347
2022 Q1	$46K	Buy	1,506 +13	+0.9%	+$403	0.03%	352
2021 Q4	$50K	Buy	+1,493	New	+$51.4K	0.03%	361

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

RJA

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

Tyler-Stone Wealth Management's TY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of TRI-Continental Corp (TY) in Q3 2024, closing a stake of 1,726 shares — an estimated $53.5K sold.

Tyler-Stone Wealth Management first reported a position in TY in Q4 2021 and held it in 10 quarters. The position peaked at $53.5K in Q2 2024. 136 funds tracked by Wall St. Rank hold TY as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining TRI-Continental Corp position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,726 TRI-Continental Corp shares in Q3 2024, an estimated $53.5K.
Tyler-Stone Wealth Management first reported a position in TRI-Continental Corp in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's TRI-Continental Corp position peaked at $53.5K in Q2 2024.
136 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.