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Castleview Partners’s TFS Financial TFSL Stock Holding History

Castleview Partners’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
-270
Closed -$3.4K – 764
2023
Q2 		$3.4K Buy
270
+5
+2% +$61 ﹤0.01% 545
2023
Q1 		$3.34K Buy
265
+6
+2% +$84 ﹤0.01% 535
2022
Q4 		$3.73K Buy
+259
New +$3.54K ﹤0.01% 465

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

Castleview Partners's TFSL Position: Q3 2023 in Review

Castleview Partners sold out of TFS Financial (TFSL) in Q3 2023, closing a stake of 270 shares — an estimated $3.4K sold.

Castleview Partners first reported a position in TFSL in Q4 2022 and held it in 3 quarters. The position peaked at $3.73K in Q4 2022. 139 funds tracked by Wall St. Rank hold TFSL as of Q3 2023.

  • Castleview Partners reported no remaining TFS Financial position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 270 TFS Financial shares in Q3 2023, an estimated $3.4K.
  • Castleview Partners first reported a position in TFS Financial in Q4 2022 and held it in 3 quarters.
  • Castleview Partners's TFS Financial position peaked at $3.73K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held TFS Financial as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.