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Harbour Investments’s TFS Financial TFSL Stock Holding History

Harbour Investments’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
2021
Q4 		– Sell
-1,240
Closed -$24K – 3594
2021
Q3 		$24K Hold
1,240
– – ﹤0.01% 2201
2021
Q2 		$25K Hold
1,240
– – ﹤0.01% 2227
2021
Q1 		$25K Buy
+1,240
New +$24.2K ﹤0.01% 2094

Other funds holding TFSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harbour Investments's TFSL Position: Q4 2021 in Review

Harbour Investments sold out of TFS Financial (TFSL) in Q4 2021, closing a stake of 1,240 shares — an estimated $24K sold.

Harbour Investments first reported a position in TFSL in Q1 2021 and held it in 3 quarters. The position peaked at $25K in Q2 2021. 137 funds tracked by Wall St. Rank hold TFSL as of Q4 2021.

  • Harbour Investments reported no remaining TFS Financial position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 1,240 TFS Financial shares in Q4 2021, an estimated $24K.
  • Harbour Investments first reported a position in TFS Financial in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's TFS Financial position peaked at $25K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held TFS Financial as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.