Cetera Investment Advisers
TDF

Cetera Investment Advisers’s Templeton Dragon Fund TDF Stock Holding History

Cetera Investment Advisers’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
2024
Q4 		– Sell
-10,118
Closed -$92.7K – 3884
2024
Q3 		$92.7K Sell
10,118
-364
-3% -$2.88K ﹤0.01% 3549
2024
Q2 		$84.1K Sell
10,482
-1,900
-15% -$15.6K ﹤0.01% 3540
2024
Q1 		$97.3K Buy
+12,382
New +$95.5K ﹤0.01% 3506
2023
Q2 		– Sell
-11,568
Closed -$123K – 2297
2023
Q1 		$123K Sell
11,568
-378
-3% -$4.2K ﹤0.01% 2036
2022
Q4 		$122K Buy
+11,946
New +$111K ﹤0.01% 1975

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cetera Investment Advisers's TDF Position: Q4 2024 in Review

Cetera Investment Advisers sold out of Templeton Dragon Fund (TDF) in Q4 2024, closing a stake of 10,118 shares — an estimated $92.7K sold.

Cetera Investment Advisers first reported a position in TDF in Q4 2022 and held it in 5 quarters. The position peaked at $123K in Q1 2023. 45 funds tracked by Wall St. Rank hold TDF as of Q4 2024.

  • Cetera Investment Advisers reported no remaining Templeton Dragon Fund position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,118 Templeton Dragon Fund shares in Q4 2024, an estimated $92.7K.
  • Cetera Investment Advisers first reported a position in Templeton Dragon Fund in Q4 2022 and held it in 5 quarters.
  • Cetera Investment Advisers's Templeton Dragon Fund position peaked at $123K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.