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Cornerstone Wealth Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Cornerstone Wealth Management’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,054
Closed -$76.3K – 566
2024
Q1 		$76.3K Buy
+14,054
New +$73.5K 0.01% 527

Other funds holding TEI

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Cornerstone Wealth Management's TEI Position: Q2 2024 in Review

Cornerstone Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q2 2024, closing a stake of 14,054 shares — an estimated $76.3K sold.

Cornerstone Wealth Management first reported a position in TEI in Q1 2024 and held it in 1 quarter. The position peaked at $76.3K in Q1 2024. 82 funds tracked by Wall St. Rank hold TEI as of Q2 2024.

  • Cornerstone Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 14,054 Templeton Emerging Markets Income Fund shares in Q2 2024, an estimated $76.3K.
  • Cornerstone Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q1 2024 and held it in 1 quarter.
  • Cornerstone Wealth Management's Templeton Emerging Markets Income Fund position peaked at $76.3K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q2 2024.

Based on Cornerstone Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.