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

Spire 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
2022 Q3	–	Sell	-300	Closed	-$2K	–	2577
2022 Q2	$2K	Hold	300	–	–	﹤0.01%	2403
2022 Q1	$2K	Hold	300	–	–	﹤0.01%	2422
2021 Q4	$2K	Hold	300	–	–	﹤0.01%	2805
2021 Q3	$2K	Hold	300	–	–	﹤0.01%	2489
2021 Q2	$2K	Hold	300	–	–	﹤0.01%	2502
2021 Q1	$2K	Buy	+300	New	+$2.28K	﹤0.01%	2887

Other funds holding TEI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Spire Wealth Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q3 2022, closing a stake of 300 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in TEI in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 79 funds tracked by Wall St. Rank hold TEI as of Q3 2022.

Spire Wealth Management reported no remaining Templeton Emerging Markets Income Fund position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 300 Templeton Emerging Markets Income Fund shares in Q3 2022, an estimated $2K.
Spire Wealth Management first reported a position in Templeton Emerging Markets Income Fund in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Templeton Emerging Markets Income Fund position peaked at $2K in Q2 2022.
79 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2022.

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