AWM
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Ariadne Wealth Management’s TFS Financial TFSL Stock Holding History

Ariadne Wealth Management’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,746
Closed -$216K – 278
2024
Q2 		$216K Buy
+13,746
New +$173K 0.17% 132

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Dimensional Fund Advisors
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Bank of New York Mellon
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CRM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Ariadne Wealth Management's TFSL Position: Q3 2024 in Review

Ariadne Wealth Management sold out of TFS Financial (TFSL) in Q3 2024, closing a stake of 13,746 shares — an estimated $216K sold.

Ariadne Wealth Management first reported a position in TFSL in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 166 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

  • Ariadne Wealth Management reported no remaining TFS Financial position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 13,746 TFS Financial shares in Q3 2024, an estimated $216K.
  • Ariadne Wealth Management first reported a position in TFS Financial in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's TFS Financial position peaked at $216K in Q2 2024.
  • 166 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.