CI Investments Inc
TFSL icon

CI Investments Inc’s TFS Financial TFSL Stock Holding History

CI Investments Inc’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
-99
Closed -$1K – 1299
2024
Q2 		$1K Sell
99
-7
-7% -$88 ﹤0.01% 1254
2024
Q1 		$1K Buy
106
+24
+29% +$318 ﹤0.01% 1284
2023
Q4 		$1K Sell
82
-4,346
-98% -$56.2K ﹤0.01% 1263
2023
Q3 		$52K Sell
4,428
-31
-0.7% -$415 ﹤0.01% 957
2023
Q2 		$56K Sell
4,459
-165
-4% -$2K ﹤0.01% 931
2023
Q1 		$58K Buy
4,624
+366
+9% +$5.11K ﹤0.01% 863
2022
Q4 		$61K Sell
4,258
-1,053
-20% -$14.4K ﹤0.01% 878
2022
Q3 		$69K Sell
5,311
-268
-5% -$3.8K ﹤0.01% 767
2022
Q2 		$77K Sell
5,579
-4,358
-44% -$64.1K ﹤0.01% 764
2022
Q1 		$165K Hold
9,937
– – ﹤0.01% 757
2021
Q4 		$178K Sell
9,937
-1,055
-10% -$20.1K ﹤0.01% 778
2021
Q3 		$210K Buy
10,992
+487
+5% +$9.5K ﹤0.01% 717
2021
Q2 		$213K Buy
10,505
+3,944
+60% +$82.1K ﹤0.01% 731
2021
Q1 		$134K Buy
6,561
+101
+2% +$1.97K ﹤0.01% 719
2020
Q4 		$114K Buy
6,460
+1,366
+27% +$22.7K ﹤0.01% 723
2020
Q3 		$75K Buy
+5,094
New +$74.2K ﹤0.01% 696

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

CI Investments Inc's TFSL Position: Q3 2024 in Review

CI Investments Inc sold out of TFS Financial (TFSL) in Q3 2024, closing a stake of 99 shares — an estimated $1K sold.

CI Investments Inc first reported a position in TFSL in Q3 2020 and held it in 16 quarters. The position peaked at $213K in Q2 2021. 167 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

  • CI Investments Inc reported no remaining TFS Financial position as of Q3 2024 after selling out during the quarter.
  • CI Investments Inc sold 99 TFS Financial shares in Q3 2024, an estimated $1K.
  • CI Investments Inc first reported a position in TFS Financial in Q3 2020 and held it in 16 quarters.
  • CI Investments Inc's TFS Financial position peaked at $213K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on CI Investments Inc's 13F filing for Q3 2024, filed 12 Nov 2024.