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Money Concepts Capital’s TFS Financial TFSL Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-14,145
Closed -$204K – 2647
2022
Q4 		$204K Buy
+14,145
New +$193K 0.01% 673

Other funds holding TFSL

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Money Concepts Capital's TFSL Position: Q1 2023 in Review

Money Concepts Capital sold out of TFS Financial (TFSL) in Q1 2023, closing a stake of 14,145 shares — an estimated $204K sold.

Money Concepts Capital first reported a position in TFSL in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 146 funds tracked by Wall St. Rank hold TFSL as of Q1 2023.

  • Money Concepts Capital reported no remaining TFS Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 14,145 TFS Financial shares in Q1 2023, an estimated $204K.
  • Money Concepts Capital first reported a position in TFS Financial in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's TFS Financial position peaked at $204K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held TFS Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.