AWM
TEI

Accel Wealth Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Accel Wealth Management’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,271
Closed -$21.7K – 783
2023
Q1 		$21.7K Buy
+4,271
New +$23K 0.01% 687

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Accel Wealth Management's TEI Position: Q2 2023 in Review

Accel Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q2 2023, closing a stake of 4,271 shares — an estimated $21.7K sold.

Accel Wealth Management first reported a position in TEI in Q1 2023 and held it in 1 quarter. The position peaked at $21.7K in Q1 2023. 72 funds tracked by Wall St. Rank hold TEI as of Q2 2023.

  • Accel Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 4,271 Templeton Emerging Markets Income Fund shares in Q2 2023, an estimated $21.7K.
  • Accel Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q1 2023 and held it in 1 quarter.
  • Accel Wealth Management's Templeton Emerging Markets Income Fund position peaked at $21.7K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.