JRFS
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James Reed Financial Services’s TFS Financial TFSL Stock Holding History

James Reed Financial 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
2022
Q1 		– Sell
-300
Closed -$5K – 156
2021
Q4 		$5K Buy
+300
New +$5.72K ﹤0.01% 132

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ECP
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Bank of New York Mellon
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AllianceBernstein
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James Reed Financial Services's TFSL Position: Q1 2022 in Review

James Reed Financial Services sold out of TFS Financial (TFSL) in Q1 2022, closing a stake of 300 shares — an estimated $5K sold.

James Reed Financial Services first reported a position in TFSL in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 142 funds tracked by Wall St. Rank hold TFSL as of Q1 2022.

  • James Reed Financial Services reported no remaining TFS Financial position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 300 TFS Financial shares in Q1 2022, an estimated $5K.
  • James Reed Financial Services first reported a position in TFS Financial in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's TFS Financial position peaked at $5K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held TFS Financial as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.