Glassman Wealth Services’s TFS Financial TFSL Stock Holding History

Glassman Wealth Services’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 Q4	–	Sell	-483	Closed	-$5.71K	–	2074
2023 Q3	$5.71K	Hold	483	–	–	﹤0.01%	1022
2023 Q2	$6.07K	Buy	483 +422	+692%	+$5.12K	﹤0.01%	941
2023 Q1	$770	Hold	61	–	–	﹤0.01%	1515
2022 Q4	$879	Buy	+61	New	+$834	﹤0.01%	1458
2022 Q2	–	Sell	-85	Closed	-$1K	–	1989
2022 Q1	$1K	Hold	85	–	–	﹤0.01%	1526
2021 Q4	$2K	Hold	85	–	–	﹤0.01%	1249
2021 Q3	$2K	Hold	85	–	–	﹤0.01%	1223
2021 Q2	$2K	Hold	85	–	–	﹤0.01%	1183
2021 Q1	$2K	Hold	85	–	–	﹤0.01%	1143
2020 Q4	$1K	Buy	85 +22	+35%	+$366	﹤0.01%	1279
2020 Q3	$1K	Hold	63	–	–	﹤0.01%	1235
2020 Q2	$1K	Hold	63	–	–	﹤0.01%	1115
2020 Q1	$1K	Buy	63 +12	+24%	+$235	﹤0.01%	993
2019 Q4	$1K	Hold	51	–	–	﹤0.01%	1045
2019 Q3	$1K	Hold	51	–	–	﹤0.01%	927
2019 Q2	$1K	Hold	51	–	–	﹤0.01%	938
2019 Q1	$1K	Buy	+51	New	+$853	﹤0.01%	899

Other funds holding TFSL

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Glassman Wealth Services's TFSL Position: Q4 2023 in Review

Glassman Wealth Services sold out of TFS Financial (TFSL) in Q4 2023, closing a stake of 483 shares — an estimated $5.71K sold.

Glassman Wealth Services first reported a position in TFSL in Q1 2019 and held it in 17 quarters. The position peaked at $6.07K in Q2 2023. 146 funds tracked by Wall St. Rank hold TFSL as of Q4 2023.

Glassman Wealth Services reported no remaining TFS Financial position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 483 TFS Financial shares in Q4 2023, an estimated $5.71K.
Glassman Wealth Services first reported a position in TFS Financial in Q1 2019 and held it in 17 quarters.
Glassman Wealth Services's TFS Financial position peaked at $6.07K in Q2 2023.
146 funds tracked by Wall St. Rank held TFS Financial as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.