Cetera Advisors’s TFS Financial TFSL Stock Holding History

Cetera 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
2023 Q2	–	Sell	-46,232	Closed	-$584K	–	1760
2023 Q1	$584K	Sell	46,232 -928	-2%	-$13K	0.01%	939
2022 Q4	$680K	Buy	+47,160	New	+$645K	0.01%	827

Other funds holding TFSL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Advisors's TFSL Position: Q2 2023 in Review

Cetera Advisors sold out of TFS Financial (TFSL) in Q2 2023, closing a stake of 46,232 shares — an estimated $584K sold.

Cetera Advisors first reported a position in TFSL in Q4 2022 and held it in 2 quarters. The position peaked at $680K in Q4 2022. 142 funds tracked by Wall St. Rank hold TFSL as of Q2 2023.

Cetera Advisors reported no remaining TFS Financial position as of Q2 2023 after selling out during the quarter.
Cetera Advisors sold 46,232 TFS Financial shares in Q2 2023, an estimated $584K.
Cetera Advisors first reported a position in TFS Financial in Q4 2022 and held it in 2 quarters.
Cetera Advisors's TFS Financial position peaked at $680K in Q4 2022.
142 funds tracked by Wall St. Rank held TFS Financial as of Q2 2023.

Based on Cetera Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.