FFA
TDF

Farther Finance Advisors’s Templeton Dragon Fund TDF Stock Holding History

Farther Finance Advisors’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
Q3 		– Sell
-223
Closed -$1.79K – 4122
2024
Q2 		$1.79K Buy
+223
New +$1.83K ﹤0.01% 2838
2023
Q3 		– Sell
-500
Closed -$4.55K – 2694
2023
Q2 		$4.55K Buy
+500
New +$4.79K ﹤0.01% 1466

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
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 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 $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Farther Finance Advisors's TDF Position: Q3 2024 in Review

Farther Finance Advisors sold out of Templeton Dragon Fund (TDF) in Q3 2024, closing a stake of 223 shares — an estimated $1.79K sold.

Farther Finance Advisors first reported a position in TDF in Q2 2023 and held it in 2 quarters. The position peaked at $4.55K in Q2 2023. 39 funds tracked by Wall St. Rank hold TDF as of Q3 2024.

  • Farther Finance Advisors reported no remaining Templeton Dragon Fund position as of Q3 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 223 Templeton Dragon Fund shares in Q3 2024, an estimated $1.79K.
  • Farther Finance Advisors first reported a position in Templeton Dragon Fund in Q2 2023 and held it in 2 quarters.
  • Farther Finance Advisors's Templeton Dragon Fund position peaked at $4.55K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2024.

Based on Farther Finance Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.