FWM
PPT

Forza Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Forza Wealth Management’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,410
Closed -$58.3K – 182
2023
Q3 		$58.3K Hold
17,410
– – 0.03% 179
2023
Q2 		$61.3K Hold
17,410
– – 0.03% 182
2023
Q1 		$62K Buy
+17,410
New +$64.5K 0.03% 176

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Forza Wealth Management's PPT Position: Q4 2023 in Review

Forza Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q4 2023, closing a stake of 17,410 shares — an estimated $58.3K sold.

Forza Wealth Management first reported a position in PPT in Q1 2023 and held it in 3 quarters. The position peaked at $62K in Q1 2023. 91 funds tracked by Wall St. Rank hold PPT as of Q4 2023.

  • Forza Wealth Management reported no remaining Franklin Premier Income Trust position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 17,410 Franklin Premier Income Trust shares in Q4 2023, an estimated $58.3K.
  • Forza Wealth Management first reported a position in Franklin Premier Income Trust in Q1 2023 and held it in 3 quarters.
  • Forza Wealth Management's Franklin Premier Income Trust position peaked at $62K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.