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Fernwood Investment Management’s TFS Financial TFSL Stock Holding History

Fernwood Investment Management’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
Q2 		– Sell
-1,050
Closed -$13.2K – 642
2024
Q1 		$13.2K Buy
+1,050
New +$13.9K ﹤0.01% 519

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CRM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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Fernwood Investment Management's TFSL Position: Q2 2024 in Review

Fernwood Investment Management sold out of TFS Financial (TFSL) in Q2 2024, closing a stake of 1,050 shares — an estimated $13.2K sold.

Fernwood Investment Management first reported a position in TFSL in Q1 2024 and held it in 1 quarter. The position peaked at $13.2K in Q1 2024. 161 funds tracked by Wall St. Rank hold TFSL as of Q2 2024.

  • Fernwood Investment Management reported no remaining TFS Financial position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,050 TFS Financial shares in Q2 2024, an estimated $13.2K.
  • Fernwood Investment Management first reported a position in TFS Financial in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's TFS Financial position peaked at $13.2K in Q1 2024.
  • 161 funds tracked by Wall St. Rank held TFS Financial as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.