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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 $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return