Carson Wealth (CWM LLC)
TDF

Carson Wealth (CWM LLC)’s Templeton Dragon Fund TDF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$5K – 4524
2023
Q2 		$5K Buy
+500
New +$4.79K ﹤0.01% 3471

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TDF Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Templeton Dragon Fund (TDF) in Q3 2023, closing a stake of 500 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in TDF in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 34 funds tracked by Wall St. Rank hold TDF as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Templeton Dragon Fund position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Templeton Dragon Fund shares in Q3 2023, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Templeton Dragon Fund in Q2 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Templeton Dragon Fund position peaked at $5K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.