WWP
TYG

WR Wealth Planners’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

WR Wealth Planners’s Portfolio TYG Stock Details TYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-143
Closed -$4.42K – 1217
2024
Q1 		$4.42K Buy
+143
New +$4.18K ﹤0.01% 742
2023
Q4 		– Sell
-143
Closed -$4.13K – 813
2023
Q3 		$4.13K Hold
143
– – ﹤0.01% 699
2023
Q2 		$4.15K Sell
143
-1
-0.7% -$29 ﹤0.01% 704
2023
Q1 		$4.22K Buy
+144
New +$4.53K ﹤0.01% 704

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

WR Wealth Planners's TYG Position: Q2 2024 in Review

WR Wealth Planners sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2024, closing a stake of 143 shares — an estimated $4.42K sold.

WR Wealth Planners first reported a position in TYG in Q1 2023 and held it in 4 quarters. The position peaked at $4.42K in Q1 2024. 108 funds tracked by Wall St. Rank hold TYG as of Q2 2024.

  • WR Wealth Planners reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 143 Tortoise Energy Infrastructure Corp shares in Q2 2024, an estimated $4.42K.
  • WR Wealth Planners first reported a position in Tortoise Energy Infrastructure Corp in Q1 2023 and held it in 4 quarters.
  • WR Wealth Planners's Tortoise Energy Infrastructure Corp position peaked at $4.42K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.