U.S. Capital Wealth Advisors’s TRI-Continental Corp TY Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-1,400	Closed	-$35.9K	–	1467
2022 Q4	$35.9K	Buy	+1,400	New	+$37.4K	﹤0.01%	959

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

BBPWM

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

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

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

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

DBT

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

RVPG

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

U.S. Capital Wealth Advisors's TY Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of TRI-Continental Corp (TY) in Q1 2023, closing a stake of 1,400 shares — an estimated $35.9K sold.

U.S. Capital Wealth Advisors first reported a position in TY in Q4 2022 and held it in 1 quarter. The position peaked at $35.9K in Q4 2022. 116 funds tracked by Wall St. Rank hold TY as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining TRI-Continental Corp position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,400 TRI-Continental Corp shares in Q1 2023, an estimated $35.9K.
U.S. Capital Wealth Advisors first reported a position in TRI-Continental Corp in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's TRI-Continental Corp position peaked at $35.9K in Q4 2022.
116 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.