WMS
PPT

Wealth Management Solutions’s Franklin Premier Income Trust PPT Stock Holding History

Wealth Management Solutions’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,105
Closed -$52K – 125
2021
Q4 		$52K Buy
+12,105
New +$53.4K 0.03% 121

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealth Management Solutions's PPT Position: Q1 2022 in Review

Wealth Management Solutions sold out of Franklin Premier Income Trust (PPT) in Q1 2022, closing a stake of 12,105 shares — an estimated $52K sold.

Wealth Management Solutions first reported a position in PPT in Q4 2021 and held it in 1 quarter. The position peaked at $52K in Q4 2021. 95 funds tracked by Wall St. Rank hold PPT as of Q1 2022.

  • Wealth Management Solutions reported no remaining Franklin Premier Income Trust position as of Q1 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 12,105 Franklin Premier Income Trust shares in Q1 2022, an estimated $52K.
  • Wealth Management Solutions first reported a position in Franklin Premier Income Trust in Q4 2021 and held it in 1 quarter.
  • Wealth Management Solutions's Franklin Premier Income Trust position peaked at $52K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2022.

Based on Wealth Management Solutions's 13F filing for Q1 2022, filed 6 May 2022.