AWE
EMF

Avidian Wealth Enterprises’s Templeton Emerging Markets Fund EMF Stock Holding History

Avidian Wealth Enterprises’s Portfolio EMF Stock Details EMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,550
Closed -$249K – 520
2021
Q4 		$249K Buy
+15,550
New +$265K 0.02% 446

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Avidian Wealth Enterprises's EMF Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Templeton Emerging Markets Fund (EMF) in Q1 2022, closing a stake of 15,550 shares — an estimated $249K sold.

Avidian Wealth Enterprises first reported a position in EMF in Q4 2021 and held it in 1 quarter. The position peaked at $249K in Q4 2021. 52 funds tracked by Wall St. Rank hold EMF as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Templeton Emerging Markets Fund position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 15,550 Templeton Emerging Markets Fund shares in Q1 2022, an estimated $249K.
  • Avidian Wealth Enterprises first reported a position in Templeton Emerging Markets Fund in Q4 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Templeton Emerging Markets Fund position peaked at $249K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Templeton Emerging Markets Fund as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.