Graves Light Lenhart Wealth’s Franklin Premier Income Trust PPT Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-9,500	Closed	-$36K	–	479
2022 Q2	$36K	Hold	9,500	–	–	0.01%	340
2022 Q1	$38K	Hold	9,500	–	–	0.01%	384
2021 Q4	$41K	Hold	9,500	–	–	0.01%	428
2021 Q3	$43K	Hold	9,500	–	–	0.01%	396
2021 Q2	$44K	Hold	9,500	–	–	0.01%	400
2021 Q1	$46K	Hold	9,500	–	–	0.01%	397
2020 Q4	$44K	Buy	+9,500	New	+$43.4K	0.01%	393

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Graves Light Lenhart Wealth's PPT Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Franklin Premier Income Trust (PPT) in Q3 2022, closing a stake of 9,500 shares — an estimated $36K sold.

Graves Light Lenhart Wealth first reported a position in PPT in Q4 2020 and held it in 7 quarters. The position peaked at $46K in Q1 2021. 91 funds tracked by Wall St. Rank hold PPT as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Franklin Premier Income Trust position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 9,500 Franklin Premier Income Trust shares in Q3 2022, an estimated $36K.
Graves Light Lenhart Wealth first reported a position in Franklin Premier Income Trust in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Franklin Premier Income Trust position peaked at $46K in Q1 2021.
91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.