Buckingham Strategic Wealth’s TFS Financial TFSL Stock Holding History

Buckingham Strategic Wealth’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 Q2	$632K	Hold	50,091	–	–	0.01%	419
2024 Q1	$629K	Hold	50,091	–	–	0.01%	416
2023 Q4	$736K	Hold	50,091	–	–	0.01%	369
2023 Q3	$592K	Hold	50,091	–	–	0.01%	386
2023 Q2	$630K	Sell	50,091 -1	-0%	-$12	0.01%	374
2023 Q1	$722K	Hold	50,092	–	–	0.01%	315
2022 Q4	$722K	Buy	50,092 +1	+0%	+$14	0.01%	317
2022 Q3	$651K	Hold	50,091	–	–	0.01%	314
2022 Q2	$688K	Hold	50,091	–	–	0.01%	310
2022 Q1	$832K	Hold	50,091	–	–	0.02%	273
2021 Q4	$895K	Hold	50,091	–	–	0.02%	271
2021 Q3	$955K	Hold	50,091	–	–	0.02%	262
2021 Q2	$1.02M	Hold	50,091	–	–	0.02%	249
2021 Q1	$1.02M	Sell	50,091 -370	-0.7%	-$7.21K	0.05%	231
2020 Q4	$890K	Buy	50,461 +91	+0.2%	+$1.51K	0.05%	234
2020 Q3	$740K	Hold	50,370	–	–	0.06%	212
2020 Q2	$721K	Sell	50,370 -1,300	-3%	-$18.7K	0.07%	179
2020 Q1	$789K	Hold	51,670	–	–	0.08%	192
2019 Q4	$1.02M	Hold	51,670	–	–	0.1%	157
2019 Q3	$931K	Hold	51,670	–	–	0.1%	152
2019 Q2	$934K	Hold	51,670	–	–	0.1%	153
2019 Q1	$851K	Hold	51,670	–	–	0.11%	155
2018 Q4	$833K	Buy	+51,670	New	+$792K	0.13%	137

Other funds holding TFSL

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Buckingham Strategic Wealth's TFSL Position: Q2 2024 in Review

Buckingham Strategic Wealth held its TFS Financial (TFSL) position steady in Q2 2024 at 50,091 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #419.

Buckingham Strategic Wealth first reported a position in TFSL in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.02M in Q1 2021. 162 funds tracked by Wall St. Rank hold TFSL as of Q2 2024.

Buckingham Strategic Wealth held 50,091 shares of TFS Financial worth $632K as of Q2 2024.
Buckingham Strategic Wealth left its TFS Financial share count unchanged in Q2 2024.
TFS Financial made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #419 holding.
Buckingham Strategic Wealth first reported a position in TFS Financial in Q4 2018 and has held it in 23 quarters since.
Buckingham Strategic Wealth's TFS Financial position peaked at $1.02M in Q1 2021.
162 funds tracked by Wall St. Rank held TFS Financial as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.