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Concurrent Investment Advisors’s TFS Financial TFSL Stock Holding History

Concurrent Investment 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
Q1 		– Sell
-24,650
Closed -$362K – 996
2023
Q4 		$362K Buy
+24,650
New +$319K 0.02% 587

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 $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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Concurrent Investment Advisors's TFSL Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of TFS Financial (TFSL) in Q1 2024, closing a stake of 24,650 shares — an estimated $362K sold.

Concurrent Investment Advisors first reported a position in TFSL in Q4 2023 and held it in 1 quarter. The position peaked at $362K in Q4 2023. 151 funds tracked by Wall St. Rank hold TFSL as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining TFS Financial position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 24,650 TFS Financial shares in Q1 2024, an estimated $362K.
  • Concurrent Investment Advisors first reported a position in TFS Financial in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's TFS Financial position peaked at $362K in Q4 2023.
  • 151 funds tracked by Wall St. Rank held TFS Financial as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.