BHWM
PPT

Beaird Harris Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Beaird Harris Wealth Management’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-177
Closed -$639 – 665
2024
Q2 		$639 Buy
+177
New +$618 ﹤0.01% 615

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Beaird Harris Wealth Management's PPT Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q3 2024, closing a stake of 177 shares — an estimated $639 sold.

Beaird Harris Wealth Management first reported a position in PPT in Q2 2024 and held it in 1 quarter. The position peaked at $639 in Q2 2024. 87 funds tracked by Wall St. Rank hold PPT as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Franklin Premier Income Trust position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 177 Franklin Premier Income Trust shares in Q3 2024, an estimated $639.
  • Beaird Harris Wealth Management first reported a position in Franklin Premier Income Trust in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Franklin Premier Income Trust position peaked at $639 in Q2 2024.
  • 87 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.