Baystate Wealth Management’s TFS Financial TFSL Stock Holding History

Baystate 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
2021 Q4	–	Sell	-12	Closed	–	–	966
2021 Q3	$0	Hold	12	–	–	﹤0.01%	887
2021 Q2	$0	Hold	12	–	–	﹤0.01%	857
2021 Q1	$0	Buy	12 +1	+9%	+$19	﹤0.01%	826
2020 Q4	$0	Sell	11 -1	-8%	-$17	﹤0.01%	759
2020 Q3	$0	Buy	12 +1	+9%	+$15	﹤0.01%	736
2020 Q2	$0	Hold	11	–	–	﹤0.01%	738
2020 Q1	$0	Hold	11	–	–	﹤0.01%	678
2019 Q4	$0	Hold	11	–	–	﹤0.01%	658
2019 Q3	$0	Buy	11 +1	+10%	+$18	﹤0.01%	630
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	606
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	621
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	632
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	641
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	653
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	620
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	613
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	591
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	624
2017 Q1	$1K	Buy	+10	New	+$175	﹤0.01%	589

Other funds holding TFSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baystate Wealth Management's TFSL Position: Q4 2021 in Review

Baystate Wealth Management sold out of TFS Financial (TFSL) in Q4 2021, closing a stake of 12 shares.

Baystate Wealth Management first reported a position in TFSL in Q1 2017 and held it in 19 quarters. The position peaked at $1K in Q2 2019. 136 funds tracked by Wall St. Rank hold TFSL as of Q4 2021.

Baystate Wealth Management reported no remaining TFS Financial position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 12 TFS Financial shares in Q4 2021.
Baystate Wealth Management first reported a position in TFS Financial in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's TFS Financial position peaked at $1K in Q2 2019.
136 funds tracked by Wall St. Rank held TFS Financial as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.