CSat Investment Advisory’s TFS Financial TFSL Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-963	Closed	-$14K	–	916
2020 Q3	$14K	Buy	963 +143	+17%	+$2.08K	﹤0.01%	971
2020 Q2	$12K	Sell	820 -44	-5%	-$634	﹤0.01%	998
2020 Q1	$13K	Buy	864 +151	+21%	+$2.96K	﹤0.01%	837
2019 Q4	$14K	Buy	713 +110	+18%	+$2.12K	﹤0.01%	899
2019 Q3	$11K	Buy	603 +86	+17%	+$1.54K	﹤0.01%	901
2019 Q2	$9K	Buy	+517	New	+$8.82K	﹤0.01%	919

Other funds holding TFSL

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

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

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSat Investment Advisory's TFSL Position: Q4 2020 in Review

CSat Investment Advisory sold out of TFS Financial (TFSL) in Q4 2020, closing a stake of 963 shares — an estimated $14K sold.

CSat Investment Advisory first reported a position in TFSL in Q2 2019 and held it in 6 quarters. The position peaked at $14K in Q3 2020. 128 funds tracked by Wall St. Rank hold TFSL as of Q4 2020.

CSat Investment Advisory reported no remaining TFS Financial position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 963 TFS Financial shares in Q4 2020, an estimated $14K.
CSat Investment Advisory first reported a position in TFS Financial in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's TFS Financial position peaked at $14K in Q3 2020.
128 funds tracked by Wall St. Rank held TFS Financial as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.