Valeo Financial Advisors’s TRI-Continental Corp TY Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-369	Closed	-$12K	–	1729
2021 Q1	$12K	Hold	369	–	–	﹤0.01%	1318
2020 Q4	$11K	Hold	369	–	–	﹤0.01%	1183
2020 Q3	$10K	Hold	369	–	–	﹤0.01%	1091
2020 Q2	$9K	Hold	369	–	–	﹤0.01%	1334
2020 Q1	$8K	Hold	369	–	–	﹤0.01%	1179
2019 Q4	$10K	Hold	369	–	–	﹤0.01%	1119
2019 Q3	$10K	Hold	369	–	–	﹤0.01%	1035
2019 Q2	$10K	Hold	369	–	–	﹤0.01%	1034
2019 Q1	$10K	Hold	369	–	–	﹤0.01%	970
2018 Q4	$9K	Hold	369	–	–	﹤0.01%	917
2018 Q3	$10K	Hold	369	–	–	﹤0.01%	977
2018 Q2	$10K	Buy	+369	New	+$9.92K	﹤0.01%	947

Other funds holding TY

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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 $802M AUM 22.13% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RVPG

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Valeo Financial Advisors's TY Position: Q2 2021 in Review

Valeo Financial Advisors sold out of TRI-Continental Corp (TY) in Q2 2021, closing a stake of 369 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in TY in Q2 2018 and held it in 12 quarters. The position peaked at $12K in Q1 2021. 120 funds tracked by Wall St. Rank hold TY as of Q2 2021.

Valeo Financial Advisors reported no remaining TRI-Continental Corp position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 369 TRI-Continental Corp shares in Q2 2021, an estimated $12K.
Valeo Financial Advisors first reported a position in TRI-Continental Corp in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's TRI-Continental Corp position peaked at $12K in Q1 2021.
120 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.