TWM
TDF

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

Triton 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
Q2 		– Sell
-10,859
Closed -$174K – 96
2022
Q1 		$174K Hold
10,859
– – 0.09% 90
2021
Q4 		$174K Hold
10,859
– – 0.09% 90
2021
Q3 		$201K Buy
10,859
+1,267
+13% +$26.1K 0.1% 105
2021
Q2 		$201K Hold
9,592
– – 0.11% 110
2021
Q1 		$229K Hold
9,592
– – 0.16% 87
2020
Q4 		$227K Buy
+9,592
New +$226K 0.14% 72

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Triton Wealth Management's TDF Position: Q2 2022 in Review

Triton Wealth Management sold out of Templeton Dragon Fund (TDF) in Q2 2022, closing a stake of 10,859 shares — an estimated $174K sold.

Triton Wealth Management first reported a position in TDF in Q4 2020 and held it in 6 quarters. The position peaked at $229K in Q1 2021. 44 funds tracked by Wall St. Rank hold TDF as of Q2 2022.

  • Triton Wealth Management reported no remaining Templeton Dragon Fund position as of Q2 2022 after selling out during the quarter.
  • Triton Wealth Management sold 10,859 Templeton Dragon Fund shares in Q2 2022, an estimated $174K.
  • Triton Wealth Management first reported a position in Templeton Dragon Fund in Q4 2020 and held it in 6 quarters.
  • Triton Wealth Management's Templeton Dragon Fund position peaked at $229K in Q1 2021.
  • 44 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2022.

Based on Triton Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.