BAM
TFSL icon

Baldrige Asset Management’s TFS Financial TFSL Stock Holding History

Baldrige 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
Q1 		$21K Hold
1,633
– – 0.01% 219
2022
Q4 		$24K Buy
1,633
+363
+29% +$4.96K 0.01% 205
2022
Q3 		$17K Hold
1,270
– – 0.01% 218
2022
Q2 		$17K Buy
+1,270
New +$18.7K 0.01% 225

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Baldrige Asset Management's TFSL Position: Q1 2023 in Review

Baldrige Asset Management held its TFS Financial (TFSL) position steady in Q1 2023 at 1,633 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #219.

Baldrige Asset Management first reported a position in TFSL in Q2 2022 and has held it in 4 quarters since. The position peaked at $24K in Q4 2022. 146 funds tracked by Wall St. Rank hold TFSL as of Q1 2023.

  • Baldrige Asset Management held 1,633 shares of TFS Financial worth $21K as of Q1 2023.
  • Baldrige Asset Management left its TFS Financial share count unchanged in Q1 2023.
  • TFS Financial made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #219 holding.
  • Baldrige Asset Management first reported a position in TFS Financial in Q2 2022 and has held it in 4 quarters since.
  • Baldrige Asset Management's TFS Financial position peaked at $24K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held TFS Financial as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.