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Baker Avenue Asset Management’s TFS Financial TFSL Stock Holding History

Baker Avenue Asset 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
2023
Q3 		– Sell
-54
Closed -$679 – 1733
2023
Q2 		$679 Sell
54
-7
-11% -$85 ﹤0.01% 1304
2023
Q1 		$770 Buy
+61
New +$852 ﹤0.01% 1273

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Baker Avenue Asset Management's TFSL Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of TFS Financial (TFSL) in Q3 2023, closing a stake of 54 shares — an estimated $679 sold.

Baker Avenue Asset Management first reported a position in TFSL in Q1 2023 and held it in 2 quarters. The position peaked at $770 in Q1 2023. 139 funds tracked by Wall St. Rank hold TFSL as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining TFS Financial position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 54 TFS Financial shares in Q3 2023, an estimated $679.
  • Baker Avenue Asset Management first reported a position in TFS Financial in Q1 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's TFS Financial position peaked at $770 in Q1 2023.
  • 139 funds tracked by Wall St. Rank held TFS Financial as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.