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Financial Network Wealth Advisors’s TFS Financial TFSL Stock Holding History

Financial Network Wealth 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
Q4 		– Sell
-72
Closed -$926 – 812
2024
Q3 		$926 Buy
+72
New +$948 ﹤0.01% 763

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Network Wealth Advisors's TFSL Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of TFS Financial (TFSL) in Q4 2024, closing a stake of 72 shares — an estimated $926 sold.

Financial Network Wealth Advisors first reported a position in TFSL in Q3 2024 and held it in 1 quarter. The position peaked at $926 in Q3 2024. 175 funds tracked by Wall St. Rank hold TFSL as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining TFS Financial position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 72 TFS Financial shares in Q4 2024, an estimated $926.
  • Financial Network Wealth Advisors first reported a position in TFS Financial in Q3 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's TFS Financial position peaked at $926 in Q3 2024.
  • 175 funds tracked by Wall St. Rank held TFS Financial as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.