SWM
TDF

Spire Wealth Management’s Templeton Dragon Fund TDF Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-406
Closed -$6K – 2572
2022
Q2 		$6K Hold
406
– – ﹤0.01% 2095
2022
Q1 		$5K Hold
406
– – ﹤0.01% 2249
2021
Q4 		$7K Hold
406
– – ﹤0.01% 2497
2021
Q3 		$7K Hold
406
– – ﹤0.01% 2211
2021
Q2 		$10K Hold
406
– – ﹤0.01% 2132
2021
Q1 		$10K Buy
+406
New +$10K ﹤0.01% 2419

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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Spire Wealth Management's TDF Position: Q3 2022 in Review

Spire Wealth Management sold out of Templeton Dragon Fund (TDF) in Q3 2022, closing a stake of 406 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in TDF in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 43 funds tracked by Wall St. Rank hold TDF as of Q3 2022.

  • Spire Wealth Management reported no remaining Templeton Dragon Fund position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 406 Templeton Dragon Fund shares in Q3 2022, an estimated $6K.
  • Spire Wealth Management first reported a position in Templeton Dragon Fund in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Templeton Dragon Fund position peaked at $10K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.