Atria Wealth Solutions’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Atria Wealth Solutions’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 Q4	–	Sell	-10,480	Closed	-$48.3K	–	2022
2023 Q3	$48.3K	Sell	10,480 -6,600	-39%	-$33.1K	﹤0.01%	1816
2023 Q2	$88K	Sell	17,080 -3,500	-17%	-$17.7K	﹤0.01%	1788
2023 Q1	$104K	Hold	20,580	–	–	﹤0.01%	1754
2022 Q4	$113K	Sell	20,580 -1,000	-5%	-$4.81K	﹤0.01%	1687
2022 Q3	$95.6K	Buy	21,580 +1,300	+6%	+$6.62K	﹤0.01%	1643
2022 Q2	$109K	Hold	20,280	–	–	﹤0.01%	1521
2022 Q1	$139K	Buy	+20,280	New	+$140K	﹤0.01%	1638

Other funds holding TEI

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFS

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's TEI Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2023, closing a stake of 10,480 shares — an estimated $48.3K sold.

Atria Wealth Solutions first reported a position in TEI in Q1 2022 and held it in 7 quarters. The position peaked at $139K in Q1 2022. 81 funds tracked by Wall St. Rank hold TEI as of Q4 2023.

Atria Wealth Solutions reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 10,480 Templeton Emerging Markets Income Fund shares in Q4 2023, an estimated $48.3K.
Atria Wealth Solutions first reported a position in Templeton Emerging Markets Income Fund in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's Templeton Emerging Markets Income Fund position peaked at $139K in Q1 2022.
81 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.