Arkadios Wealth Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Arkadios Wealth Advisors’s Portfolio PPT Stock Details PPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-669	Closed	-$3K	–	1450
2021 Q3	$3K	Sell	669 -6,315	-90%	-$29.1K	﹤0.01%	1721
2021 Q2	$32K	Buy	6,984 +4,696	+205%	+$22.1K	﹤0.01%	1100
2021 Q1	$11K	Buy	2,288 +10	+0.4%	+$47	﹤0.01%	1165
2020 Q4	$10K	Buy	+2,278	New	+$10.4K	﹤0.01%	965

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RJA

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

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

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

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Arkadios Wealth Advisors's PPT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Franklin Premier Income Trust (PPT) in Q4 2021, closing a stake of 669 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in PPT in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q2 2021. 100 funds tracked by Wall St. Rank hold PPT as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Franklin Premier Income Trust position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 669 Franklin Premier Income Trust shares in Q4 2021, an estimated $3K.
Arkadios Wealth Advisors first reported a position in Franklin Premier Income Trust in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Franklin Premier Income Trust position peaked at $32K in Q2 2021.
100 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.