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Buck Wealth Strategies’s TFS Financial TFSL Stock Holding History

Buck Wealth Strategies’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
-500
Closed -$6.29K – 394
2023
Q2 		$6.29K Buy
+500
New +$6.06K ﹤0.01% 173

Other funds holding TFSL

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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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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

Buck Wealth Strategies's TFSL Position: Q3 2023 in Review

Buck Wealth Strategies sold out of TFS Financial (TFSL) in Q3 2023, closing a stake of 500 shares — an estimated $6.29K sold.

Buck Wealth Strategies first reported a position in TFSL in Q2 2023 and held it in 1 quarter. The position peaked at $6.29K in Q2 2023. 139 funds tracked by Wall St. Rank hold TFSL as of Q3 2023.

  • Buck Wealth Strategies reported no remaining TFS Financial position as of Q3 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 500 TFS Financial shares in Q3 2023, an estimated $6.29K.
  • Buck Wealth Strategies first reported a position in TFS Financial in Q2 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's TFS Financial position peaked at $6.29K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held TFS Financial as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.