Key Financial Inc’s Templeton Dragon Fund TDF Stock Holding History

Key Financial Inc’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
2021 Q4	–	Sell	-1,000	Closed	-$18K	–	997
2021 Q3	$18K	Hold	1,000	–	–	0.01%	486
2021 Q2	$21K	Hold	1,000	–	–	0.01%	464
2021 Q1	$24K	Hold	1,000	–	–	0.02%	375
2020 Q4	$23K	Buy	+1,000	New	+$23.6K	0.02%	356
2020 Q2	–	Sell	-1,000	Closed	-$17K	–	564
2020 Q1	$17K	Buy	+1,000	New	+$18.5K	0.02%	345

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 New York $60.8B AUM 22.47% 1-Year Est. Return

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

1CP

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

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

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Key Financial Inc's TDF Position: Q4 2021 in Review

Key Financial Inc sold out of Templeton Dragon Fund (TDF) in Q4 2021, closing a stake of 1,000 shares — an estimated $18K sold.

Key Financial Inc first reported a position in TDF in Q1 2020 and held it in 5 quarters. The position peaked at $24K in Q1 2021. 50 funds tracked by Wall St. Rank hold TDF as of Q4 2021.

Key Financial Inc reported no remaining Templeton Dragon Fund position as of Q4 2021 after selling out during the quarter.
Key Financial Inc sold 1,000 Templeton Dragon Fund shares in Q4 2021, an estimated $18K.
Key Financial Inc first reported a position in Templeton Dragon Fund in Q1 2020 and held it in 5 quarters.
Key Financial Inc's Templeton Dragon Fund position peaked at $24K in Q1 2021.
50 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q4 2021.

Based on Key Financial Inc's 13F filing for Q4 2021, filed 19 Jan 2022.