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Blue Trust Inc’s TFS Financial TFSL Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-162
Closed -$2.04K – 2949
2024
Q3 		$2.04K Sell
162
-2
-1% -$26 ﹤0.01% 2581
2024
Q2 		$2.06K Buy
+164
New +$2.06K ﹤0.01% 2437
2024
Q1 		– Sell
-52
Closed -$1K – 2680
2023
Q4 		$1K Buy
+52
New +$672 ﹤0.01% 2419

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Trust Inc's TFSL Position: Q4 2024 in Review

Blue Trust Inc sold out of TFS Financial (TFSL) in Q4 2024, closing a stake of 162 shares — an estimated $2.04K sold.

Blue Trust Inc first reported a position in TFSL in Q4 2023 and held it in 3 quarters. The position peaked at $2.06K in Q2 2024. 175 funds tracked by Wall St. Rank hold TFSL as of Q4 2024.

  • Blue Trust Inc reported no remaining TFS Financial position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 162 TFS Financial shares in Q4 2024, an estimated $2.04K.
  • Blue Trust Inc first reported a position in TFS Financial in Q4 2023 and held it in 3 quarters.
  • Blue Trust Inc's TFS Financial position peaked at $2.06K in Q2 2024.
  • 175 funds tracked by Wall St. Rank held TFS Financial as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.