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FSA Wealth Management’s TFS Financial TFSL Stock Holding History

FSA Wealth 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
2020
Q3 		– Sell
-1,575
Closed -$23K – 321
2020
Q2 		$23K Hold
1,575
– – 0.02% 183
2020
Q1 		$24K Buy
1,575
+575
+58% +$11.3K 0.02% 164
2019
Q4 		$20K Buy
+1,000
New +$19.3K 0.01% 230

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BlackRock
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FSA Wealth Management's TFSL Position: Q3 2020 in Review

FSA Wealth Management sold out of TFS Financial (TFSL) in Q3 2020, closing a stake of 1,575 shares — an estimated $23K sold.

FSA Wealth Management first reported a position in TFSL in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q1 2020. 129 funds tracked by Wall St. Rank hold TFSL as of Q3 2020.

  • FSA Wealth Management reported no remaining TFS Financial position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 1,575 TFS Financial shares in Q3 2020, an estimated $23K.
  • FSA Wealth Management first reported a position in TFS Financial in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's TFS Financial position peaked at $24K in Q1 2020.
  • 129 funds tracked by Wall St. Rank held TFS Financial as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.