CAS
TDF

Coppell Advisory Solutions’s Templeton Dragon Fund TDF Stock Holding History

Coppell Advisory Solutions’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
Q4 		$2.09K Buy
+256
New +$2.13K ﹤0.01% 1285
2023
Q3 		– Sell
-256
Closed -$2.31K – 1526
2023
Q2 		$2.31K Buy
+256
New +$2.45K ﹤0.01% 995

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Coppell Advisory Solutions's TDF Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Templeton Dragon Fund (TDF) in Q4 2023: 256 shares worth $2.09K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in TDF as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in TDF in Q2 2023 and has held it in 2 quarters since. The position peaked at $2.31K in Q2 2023. 38 funds tracked by Wall St. Rank hold TDF as of Q4 2023.

  • Coppell Advisory Solutions held 256 shares of Templeton Dragon Fund worth $2.09K as of Q4 2023.
  • Templeton Dragon Fund was a new Coppell Advisory Solutions position in Q4 2023.
  • Templeton Dragon Fund made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1285 holding.
  • Coppell Advisory Solutions first reported a position in Templeton Dragon Fund in Q2 2023 and has held it in 2 quarters since.
  • Coppell Advisory Solutions's Templeton Dragon Fund position peaked at $2.31K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.