Level Four Advisory Services
TDF icon

Level Four Advisory Services’s Templeton Dragon Fund TDF Stock Holding History

Level Four Advisory Services’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
2023
Q1 		– Sell
-15,000
Closed -$153K – 824
2022
Q4 		$153K Buy
+15,000
New +$140K 0.01% 630

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Shaker Financial Services
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Bank of America
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Wolverine Asset Management
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Karpus Investment Management
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Level Four Advisory Services's TDF Position: Q1 2023 in Review

Level Four Advisory Services sold out of Templeton Dragon Fund (TDF) in Q1 2023, closing a stake of 15,000 shares — an estimated $153K sold.

Level Four Advisory Services first reported a position in TDF in Q4 2022 and held it in 1 quarter. The position peaked at $153K in Q4 2022. 39 funds tracked by Wall St. Rank hold TDF as of Q1 2023.

  • Level Four Advisory Services reported no remaining Templeton Dragon Fund position as of Q1 2023 after selling out during the quarter.
  • Level Four Advisory Services sold 15,000 Templeton Dragon Fund shares in Q1 2023, an estimated $153K.
  • Level Four Advisory Services first reported a position in Templeton Dragon Fund in Q4 2022 and held it in 1 quarter.
  • Level Four Advisory Services's Templeton Dragon Fund position peaked at $153K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.