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Inspire Advisors’s TFS Financial TFSL Stock Holding History

Inspire 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
Q2 		– Sell
-83,864
Closed -$1.05M – 467
2024
Q1 		$1.05M Buy
83,864
+11,655
+16% +$154K 0.15% 92
2023
Q4 		$1.06M Buy
72,209
+6,776
+10% +$87.6K 0.16% 73
2023
Q3 		$773K Buy
65,433
+5,448
+9% +$73K 0.14% 82
2023
Q2 		$754K Buy
59,985
+7,366
+14% +$89.3K 0.15% 76
2023
Q1 		$665K Buy
52,619
+14,264
+37% +$199K 0.15% 62
2022
Q4 		$553K Buy
38,355
+12,757
+50% +$174K 0.14% 47
2022
Q3 		$333K Buy
25,598
+13,354
+109% +$189K 0.09% 49
2022
Q2 		$168K Buy
+12,244
New +$180K 0.05% 99
2021
Q1 		– Sell
-50
Closed -$1K – 647
2020
Q4 		$1K Buy
+50
New +$832 ﹤0.01% 758

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Inspire Advisors's TFSL Position: Q2 2024 in Review

Inspire Advisors sold out of TFS Financial (TFSL) in Q2 2024, closing a stake of 83,864 shares — an estimated $1.05M sold.

Inspire Advisors first reported a position in TFSL in Q4 2020 and held it in 9 quarters. The position peaked at $1.06M in Q4 2023. 162 funds tracked by Wall St. Rank hold TFSL as of Q2 2024.

  • Inspire Advisors reported no remaining TFS Financial position as of Q2 2024 after selling out during the quarter.
  • Inspire Advisors sold 83,864 TFS Financial shares in Q2 2024, an estimated $1.05M.
  • Inspire Advisors first reported a position in TFS Financial in Q4 2020 and held it in 9 quarters.
  • Inspire Advisors's TFS Financial position peaked at $1.06M in Q4 2023.
  • 162 funds tracked by Wall St. Rank held TFS Financial as of Q2 2024.

Based on Inspire Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.