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Atria Wealth Solutions’s TFS Financial TFSL Stock Holding History

Atria Wealth Solutions’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
2022
Q2 		– Sell
-15,004
Closed -$249K – 1886
2022
Q1 		$249K Buy
+15,004
New +$258K ﹤0.01% 1427

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's TFSL Position: Q2 2022 in Review

Atria Wealth Solutions sold out of TFS Financial (TFSL) in Q2 2022, closing a stake of 15,004 shares — an estimated $249K sold.

Atria Wealth Solutions first reported a position in TFSL in Q1 2022 and held it in 1 quarter. The position peaked at $249K in Q1 2022. 141 funds tracked by Wall St. Rank hold TFSL as of Q2 2022.

  • Atria Wealth Solutions reported no remaining TFS Financial position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,004 TFS Financial shares in Q2 2022, an estimated $249K.
  • Atria Wealth Solutions first reported a position in TFS Financial in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's TFS Financial position peaked at $249K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held TFS Financial as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.