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Ashton Thomas Private Wealth’s TFS Financial TFSL Stock Holding History

Ashton Thomas Private Wealth’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
-125
Closed -$1.58K – 1717
2024
Q2 		$1.58K Buy
+125
New +$1.57K ﹤0.01% 1776

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Ashton Thomas Private Wealth's TFSL Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of TFS Financial (TFSL) in Q3 2024, closing a stake of 125 shares — an estimated $1.58K sold.

Ashton Thomas Private Wealth first reported a position in TFSL in Q2 2024 and held it in 1 quarter. The position peaked at $1.58K in Q2 2024. 166 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining TFS Financial position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 125 TFS Financial shares in Q3 2024, an estimated $1.58K.
  • Ashton Thomas Private Wealth first reported a position in TFS Financial in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's TFS Financial position peaked at $1.58K in Q2 2024.
  • 166 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.