AWA
TDF

Arkadios Wealth Advisors’s Templeton Dragon Fund TDF Stock Holding History

Arkadios Wealth Advisors’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$2K – 2052
2021
Q2 		$2K Hold
100
– – ﹤0.01% 1869
2021
Q1 		$2K Buy
+100
New +$2.47K ﹤0.01% 1548
2020
Q2 		– Sell
-100
Closed -$1.71K – 1136
2020
Q1 		$1.71K Hold
100
– – ﹤0.01% 926
2019
Q4 		$1.94K Buy
+100
New +$1.86K ﹤0.01% 824

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Arkadios Wealth Advisors's TDF Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Templeton Dragon Fund (TDF) in Q3 2021, closing a stake of 100 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in TDF in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 50 funds tracked by Wall St. Rank hold TDF as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Templeton Dragon Fund position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 100 Templeton Dragon Fund shares in Q3 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in Templeton Dragon Fund in Q4 2019 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Templeton Dragon Fund position peaked at $2K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.