PIWA
TEI

Prevail Innovative Wealth Advisors’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Prevail Innovative Wealth Advisors’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
2024
Q4 		– Sell
-102,525
Closed -$598K – 200
2024
Q3 		$598K Buy
102,525
+35,798
+54% +$200K 0.18% 112
2024
Q2 		$356K Buy
66,727
+9,650
+17% +$51.7K 0.13% 126
2024
Q1 		$310K Buy
+57,077
New +$298K 0.12% 140

Other funds holding TEI

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Prevail Innovative Wealth Advisors's TEI Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of Templeton Emerging Markets Income Fund (TEI) in Q4 2024, closing a stake of 102,525 shares — an estimated $598K sold.

Prevail Innovative Wealth Advisors first reported a position in TEI in Q1 2024 and held it in 3 quarters. The position peaked at $598K in Q3 2024. 91 funds tracked by Wall St. Rank hold TEI as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Templeton Emerging Markets Income Fund position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 102,525 Templeton Emerging Markets Income Fund shares in Q4 2024, an estimated $598K.
  • Prevail Innovative Wealth Advisors first reported a position in Templeton Emerging Markets Income Fund in Q1 2024 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's Templeton Emerging Markets Income Fund position peaked at $598K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.