WQ
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Wealth Quarterback’s TRI-Continental Corp TY Stock Holding History

Wealth Quarterback’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
Q3 		$38K Hold
1,109
– – 0.03% 280
2021
Q2 		$38K Buy
+1,109
New +$37.6K 0.02% 266
2020
Q2 		– Sell
-1,109
Closed -$23.2K – 723
2020
Q1 		$23.2K Hold
1,109
– – 0.02% 319
2019
Q4 		$31.3K Buy
+1,109
New +$30.8K 0.03% 292

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Lazard Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Wealth Quarterback's TY Position: Q3 2021 in Review

Wealth Quarterback held its TRI-Continental Corp (TY) position steady in Q3 2021 at 1,109 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #280.

Wealth Quarterback first reported a position in TY in Q4 2019 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold TY as of Q3 2021.

  • Wealth Quarterback held 1,109 shares of TRI-Continental Corp worth $38K as of Q3 2021.
  • Wealth Quarterback left its TRI-Continental Corp share count unchanged in Q3 2021.
  • TRI-Continental Corp made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #280 holding.
  • Wealth Quarterback first reported a position in TRI-Continental Corp in Q4 2019 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.