Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s TFS Financial TFSL Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-13,291
Closed -$168K – 3522
2024
Q2 		$168K Buy
+13,291
New +$167K ﹤0.01% 3087

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Bank of New York Mellon
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CRM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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BGIM
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Cambridge Investment Research Advisors's TFSL Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of TFS Financial (TFSL) in Q3 2024, closing a stake of 13,291 shares — an estimated $168K sold.

Cambridge Investment Research Advisors first reported a position in TFSL in Q2 2024 and held it in 1 quarter. The position peaked at $168K in Q2 2024. 166 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining TFS Financial position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,291 TFS Financial shares in Q3 2024, an estimated $168K.
  • Cambridge Investment Research Advisors first reported a position in TFS Financial in Q2 2024 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's TFS Financial position peaked at $168K in Q2 2024.
  • 166 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.