AWM
TEI

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

Avior 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
2025
Q1 		– Sell
-6,116
Closed -$31.4K – 2171
2024
Q4 		$31.4K Buy
6,116
+2,506
+69% +$13.7K ﹤0.01% 1298
2024
Q3 		$21K Buy
3,610
+694
+24% +$3.88K ﹤0.01% 1363
2024
Q2 		$15.5K Buy
2,916
+1,970
+208% +$10.6K ﹤0.01% 1398
2024
Q1 		$5.14K Buy
+946
New +$4.95K ﹤0.01% 2071

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Avior Wealth Management's TEI Position: Q1 2025 in Review

Avior Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2025, closing a stake of 6,116 shares — an estimated $31.4K sold.

Avior Wealth Management first reported a position in TEI in Q1 2024 and held it in 4 quarters. The position peaked at $31.4K in Q4 2024. 85 funds tracked by Wall St. Rank hold TEI as of Q1 2025.

  • Avior Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6,116 Templeton Emerging Markets Income Fund shares in Q1 2025, an estimated $31.4K.
  • Avior Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Templeton Emerging Markets Income Fund position peaked at $31.4K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.