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Modera Wealth Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Modera Wealth Management’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,700
Closed -$72.4K – 553
2023
Q3 		$72.4K Buy
+15,700
New +$78.8K ﹤0.01% 538

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WW
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OIA
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SFS
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MA
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Modera Wealth Management's TEI Position: Q4 2023 in Review

Modera Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2023, closing a stake of 15,700 shares — an estimated $72.4K sold.

Modera Wealth Management first reported a position in TEI in Q3 2023 and held it in 1 quarter. The position peaked at $72.4K in Q3 2023. 81 funds tracked by Wall St. Rank hold TEI as of Q4 2023.

  • Modera Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2023 after selling out during the quarter.
  • Modera Wealth Management sold 15,700 Templeton Emerging Markets Income Fund shares in Q4 2023, an estimated $72.4K.
  • Modera Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q3 2023 and held it in 1 quarter.
  • Modera Wealth Management's Templeton Emerging Markets Income Fund position peaked at $72.4K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2023.

Based on Modera Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.