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Meridian Wealth Partners’s TFS Financial TFSL Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-109
Closed -$2K – 1136
2021
Q1 		$2K Buy
+109
New +$2.12K ﹤0.01% 1051

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PPA
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Meridian Wealth Partners's TFSL Position: Q2 2021 in Review

Meridian Wealth Partners sold out of TFS Financial (TFSL) in Q2 2021, closing a stake of 109 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in TFSL in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 123 funds tracked by Wall St. Rank hold TFSL as of Q2 2021.

  • Meridian Wealth Partners reported no remaining TFS Financial position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 109 TFS Financial shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in TFS Financial in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's TFS Financial position peaked at $2K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held TFS Financial as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.