WFA
TDF

West Financial Advisors’s Templeton Dragon Fund TDF Stock Holding History

West Financial Advisors’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
2024
Q1 		– Sell
-112
Closed -$912 – 166
2023
Q4 		$912 Hold
112
– – ﹤0.01% 146
2023
Q3 		$953 Hold
112
– – ﹤0.01% 186
2023
Q2 		$1.02K Hold
112
– – ﹤0.01% 165
2023
Q1 		$1.18K Hold
112
– – ﹤0.01% 144
2022
Q4 		$1.14K Buy
+112
New +$1.04K ﹤0.01% 144

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

West Financial Advisors's TDF Position: Q1 2024 in Review

West Financial Advisors sold out of Templeton Dragon Fund (TDF) in Q1 2024, closing a stake of 112 shares — an estimated $912 sold.

West Financial Advisors first reported a position in TDF in Q4 2022 and held it in 5 quarters. The position peaked at $1.18K in Q1 2023. 34 funds tracked by Wall St. Rank hold TDF as of Q1 2024.

  • West Financial Advisors reported no remaining Templeton Dragon Fund position as of Q1 2024 after selling out during the quarter.
  • West Financial Advisors sold 112 Templeton Dragon Fund shares in Q1 2024, an estimated $912.
  • West Financial Advisors first reported a position in Templeton Dragon Fund in Q4 2022 and held it in 5 quarters.
  • West Financial Advisors's Templeton Dragon Fund position peaked at $1.18K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.