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Ellevest Inc’s TFS Financial TFSL Stock Holding History

Ellevest 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
2023
Q2 		– Sell
-801
Closed -$10.1K – 1486
2023
Q1 		$10.1K Buy
801
+338
+73% +$4.72K ﹤0.01% 1027
2022
Q4 		$6.67K Buy
463
+417
+907% +$5.7K ﹤0.01% 1123
2022
Q3 		$1K Buy
+46
New +$652 ﹤0.01% 1525

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

Ellevest Inc's TFSL Position: Q2 2023 in Review

Ellevest Inc sold out of TFS Financial (TFSL) in Q2 2023, closing a stake of 801 shares — an estimated $10.1K sold.

Ellevest Inc first reported a position in TFSL in Q3 2022 and held it in 3 quarters. The position peaked at $10.1K in Q1 2023. 142 funds tracked by Wall St. Rank hold TFSL as of Q2 2023.

  • Ellevest Inc reported no remaining TFS Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 801 TFS Financial shares in Q2 2023, an estimated $10.1K.
  • Ellevest Inc first reported a position in TFS Financial in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's TFS Financial position peaked at $10.1K in Q1 2023.
  • 142 funds tracked by Wall St. Rank held TFS Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.