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

Foresight 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
2022 Q4	–	Sell	-30,750	Closed	-$136K	–	97
2022 Q3	$136K	Buy	30,750 +870	+3%	+$4.43K	0.03%	100
2022 Q2	$161K	Sell	29,880 -807	-3%	-$4.83K	0.03%	103
2022 Q1	$210K	Sell	30,687 -50,930	-62%	-$352K	0.04%	96
2021 Q4	$595K	Buy	81,617 +14,115	+21%	+$106K	0.01%	72
2021 Q3	$522K	Buy	67,502 +19,529	+41%	+$154K	0.1%	70
2021 Q2	$382K	Buy	+47,973	New	+$375K	0.08%	88

Other funds holding TEI

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Foresight Wealth Management's TEI Position: Q4 2022 in Review

Foresight Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2022, closing a stake of 30,750 shares — an estimated $136K sold.

Foresight Wealth Management first reported a position in TEI in Q2 2021 and held it in 6 quarters. The position peaked at $595K in Q4 2021. 82 funds tracked by Wall St. Rank hold TEI as of Q4 2022.

Foresight Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 30,750 Templeton Emerging Markets Income Fund shares in Q4 2022, an estimated $136K.
Foresight Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q2 2021 and held it in 6 quarters.
Foresight Wealth Management's Templeton Emerging Markets Income Fund position peaked at $595K in Q4 2021.
82 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.