FF
TDF

FourThought Financial’s Templeton Dragon Fund TDF Stock Holding History

FourThought Financial’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
2022
Q3 		$12K Hold
1,302
– – ﹤0.01% 999
2022
Q2 		$19K Hold
1,302
– – ﹤0.01% 889
2022
Q1 		$17K Hold
1,302
– – ﹤0.01% 940
2021
Q4 		$22K Hold
1,302
– – ﹤0.01% 909
2021
Q3 		$23K Hold
1,302
– – ﹤0.01% 920
2021
Q2 		$30K Hold
1,302
– – ﹤0.01% 851
2021
Q1 		$30K Hold
1,302
– – ﹤0.01% 820
2020
Q4 		$30K Buy
+1,302
New +$30.7K ﹤0.01% 786

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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 $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

FourThought Financial's TDF Position: Q3 2022 in Review

FourThought Financial held its Templeton Dragon Fund (TDF) position steady in Q3 2022 at 1,302 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

FourThought Financial first reported a position in TDF in Q4 2020 and has held it in 8 quarters since. The position peaked at $30K in Q2 2021. 43 funds tracked by Wall St. Rank hold TDF as of Q3 2022.

  • FourThought Financial held 1,302 shares of Templeton Dragon Fund worth $12K as of Q3 2022.
  • FourThought Financial left its Templeton Dragon Fund share count unchanged in Q3 2022.
  • Templeton Dragon Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #999 holding.
  • FourThought Financial first reported a position in Templeton Dragon Fund in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Templeton Dragon Fund position peaked at $30K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.