JWM
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Janiczek Wealth Management’s TFS Financial TFSL Stock Holding History

Janiczek Wealth Management’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 		$5.46K Buy
433
+243
+128% +$3.06K ﹤0.01% 730
2024
Q1 		$2.39K Sell
190
-169
-47% -$2.24K ﹤0.01% 849
2023
Q4 		$5.27K Buy
359
+77
+27% +$996 ﹤0.01% 747
2023
Q3 		$3.33K Hold
282
– – ﹤0.01% 768
2023
Q2 		$3.54K Sell
282
-212
-43% -$2.57K ﹤0.01% 700
2023
Q1 		$6.24K Buy
494
+228
+86% +$3.18K ﹤0.01% 639
2022
Q4 		$3.97K Buy
+266
New +$3.63K ﹤0.01% 691
2022
Q2 		– Sell
-323
Closed -$5K – 1067
2022
Q1 		$5K Sell
323
-264
-45% -$4.54K ﹤0.01% 673
2021
Q4 		$10K Sell
587
-183
-24% -$3.49K ﹤0.01% 595
2021
Q3 		$15K Sell
770
-53
-6% -$1.03K 0.01% 504
2021
Q2 		$17K Sell
823
-235
-22% -$4.89K 0.01% 466
2021
Q1 		$22K Buy
1,058
+204
+24% +$3.97K 0.01% 388
2020
Q4 		$15K Buy
854
+608
+247% +$10.1K 0.01% 398
2020
Q3 		$4K Buy
+246
New +$3.58K ﹤0.01% 407

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

Janiczek Wealth Management's TFSL Position: Q2 2024 in Review

Janiczek Wealth Management increased its TFS Financial (TFSL) stake by 128% in Q2 2024, buying an estimated $3.06K and bringing the position to 433 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Janiczek Wealth Management first reported a position in TFSL in Q3 2020 and has held it in 14 quarters since. The position peaked at $22K in Q1 2021. 161 funds tracked by Wall St. Rank hold TFSL as of Q2 2024.

  • Janiczek Wealth Management held 433 shares of TFS Financial worth $5.46K as of Q2 2024.
  • Janiczek Wealth Management bought 243 TFS Financial shares in Q2 2024, an estimated $3.06K.
  • TFS Financial made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #730 holding.
  • Janiczek Wealth Management first reported a position in TFS Financial in Q3 2020 and has held it in 14 quarters since.
  • Janiczek Wealth Management's TFS Financial position peaked at $22K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held TFS Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.