CWP
TDF

Core Wealth Partners’s Templeton Dragon Fund TDF Stock Holding History

Core Wealth Partners’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
Q1 		– Sell
-1,000
Closed -$309K – 134
2022
Q4 		$309K Buy
+1,000
New +$9.31K 0.35% 68

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 $431M AUM 32.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Core Wealth Partners's TDF Position: Q1 2023 in Review

Core Wealth Partners sold out of Templeton Dragon Fund (TDF) in Q1 2023, closing a stake of 1,000 shares — an estimated $309K sold.

Core Wealth Partners first reported a position in TDF in Q4 2022 and held it in 1 quarter. The position peaked at $309K in Q4 2022. 39 funds tracked by Wall St. Rank hold TDF as of Q1 2023.

  • Core Wealth Partners reported no remaining Templeton Dragon Fund position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Partners sold 1,000 Templeton Dragon Fund shares in Q1 2023, an estimated $309K.
  • Core Wealth Partners first reported a position in Templeton Dragon Fund in Q4 2022 and held it in 1 quarter.
  • Core Wealth Partners's Templeton Dragon Fund position peaked at $309K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.