BWA
TEI

BDO Wealth Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

BDO Wealth Advisors’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
Q2 		– Sell
-1,026
Closed -$5.2K – 1059
2023
Q1 		$5.2K Buy
+1,026
New +$5.53K ﹤0.01% 791

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BDO Wealth Advisors's TEI Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q2 2023, closing a stake of 1,026 shares — an estimated $5.2K sold.

BDO Wealth Advisors first reported a position in TEI in Q1 2023 and held it in 1 quarter. The position peaked at $5.2K in Q1 2023. 72 funds tracked by Wall St. Rank hold TEI as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,026 Templeton Emerging Markets Income Fund shares in Q2 2023, an estimated $5.2K.
  • BDO Wealth Advisors first reported a position in Templeton Emerging Markets Income Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Templeton Emerging Markets Income Fund position peaked at $5.2K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.