Morton Brown Family Wealth’s TFS Financial TFSL Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-41	Closed	-$1K	–	326
2022 Q2	$1K	Buy	+41	New	+$603	﹤0.01%	254

Other funds holding TFSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morton Brown Family Wealth's TFSL Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of TFS Financial (TFSL) in Q3 2022, closing a stake of 41 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in TFSL in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 146 funds tracked by Wall St. Rank hold TFSL as of Q3 2022.

Morton Brown Family Wealth reported no remaining TFS Financial position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 41 TFS Financial shares in Q3 2022, an estimated $1K.
Morton Brown Family Wealth first reported a position in TFS Financial in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's TFS Financial position peaked at $1K in Q2 2022.
146 funds tracked by Wall St. Rank held TFS Financial as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.