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Synergy Asset Management’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-2,000
Closed -$11.7K – 760
2024
Q4 		$11.7K Buy
+2,000
New +$10.9K ﹤0.01% 439

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Pathstone Holdings
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HighTower Advisors
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Deutsche Bank
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Synergy Asset Management's TEI Position: Q1 2025 in Review

Synergy Asset Management sold out of Templeton Emerging Markets Income Fund (TEI) in Q1 2025, closing a stake of 2,000 shares — an estimated $11.7K sold.

Synergy Asset Management first reported a position in TEI in Q4 2024 and held it in 1 quarter. The position peaked at $11.7K in Q4 2024. 85 funds tracked by Wall St. Rank hold TEI as of Q1 2025.

  • Synergy Asset Management reported no remaining Templeton Emerging Markets Income Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2,000 Templeton Emerging Markets Income Fund shares in Q1 2025, an estimated $11.7K.
  • Synergy Asset Management first reported a position in Templeton Emerging Markets Income Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Templeton Emerging Markets Income Fund position peaked at $11.7K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.