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Cedar Brook Financial Partners’s TFS Financial TFSL Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-72,398
Closed -$909K – 360
2024
Q1 		$909K Buy
72,398
+69
+0.1% +$913 0.18% 135
2023
Q4 		$1M Buy
72,329
+5,158
+8% +$66.7K 0.22% 112
2023
Q3 		$794K Sell
67,171
-180
-0.3% -$2.41K 0.21% 116
2023
Q2 		$847K Buy
67,351
+314
+0.5% +$3.81K 0.2% 118
2023
Q1 		$847K Buy
67,037
+62
+0.1% +$866 0.22% 115
2022
Q4 		$965K Buy
66,975
+5,908
+10% +$80.7K 0.27% 103
2022
Q3 		$794K Buy
61,067
+55
+0.1% +$780 0.26% 101
2022
Q2 		$838K Buy
61,012
+56
+0.1% +$824 0.26% 96
2022
Q1 		$1.01M Sell
60,956
-147
-0.2% -$2.53K 0.26% 92
2021
Q4 		$1.09M Buy
61,103
+3,241
+6% +$61.8K 0.28% 89
2021
Q3 		$1.1M Buy
57,862
+1,289
+2% +$25.1K 0.33% 78
2021
Q2 		$1.15M Buy
56,573
+35
+0.1% +$728 0.33% 78
2021
Q1 		$1.15M Buy
56,538
+5,000
+10% +$97.4K 0.4% 65
2020
Q4 		$909K Buy
51,538
+135
+0.3% +$2.25K 0.32% 80
2020
Q3 		$755K Buy
51,403
+71
+0.1% +$1.03K 0.3% 92
2020
Q2 		$735K Buy
51,332
+16
+0% +$230 0.33% 88
2020
Q1 		$784K Buy
51,316
+3,540
+7% +$69.3K 0.44% 66
2019
Q4 		$940K Buy
47,776
+33
+0.1% +$637 0.4% 69
2019
Q3 		$860K Buy
47,743
+49
+0.1% +$878 0.38% 82
2019
Q2 		$862K Buy
47,694
+36
+0.1% +$614 0.4% 77
2019
Q1 		$785K Buy
47,658
+34
+0.1% +$568 0.38% 77
2018
Q4 		$768K Buy
+47,624
New +$730K 0.47% 66

Other funds holding TFSL

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cedar Brook Financial Partners's TFSL Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of TFS Financial (TFSL) in Q2 2024, closing a stake of 72,398 shares — an estimated $909K sold.

Cedar Brook Financial Partners first reported a position in TFSL in Q4 2018 and held it in 22 quarters. The position peaked at $1.15M in Q1 2021. 162 funds tracked by Wall St. Rank hold TFSL as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining TFS Financial position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 72,398 TFS Financial shares in Q2 2024, an estimated $909K.
  • Cedar Brook Financial Partners first reported a position in TFS Financial in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's TFS Financial position peaked at $1.15M in Q1 2021.
  • 162 funds tracked by Wall St. Rank held TFS Financial as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.