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Naviter Wealth’s TFS Financial TFSL Stock Holding History

Naviter 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
2024
Q2 		– Sell
-11,652
Closed -$146K – 238
2024
Q1 		$146K Hold
11,652
– – 0.02% 223
2023
Q4 		$171K Hold
11,652
– – 0.03% 208
2023
Q3 		$138K Buy
+11,652
New +$156K 0.03% 202

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

Naviter Wealth's TFSL Position: Q2 2024 in Review

Naviter Wealth sold out of TFS Financial (TFSL) in Q2 2024, closing a stake of 11,652 shares — an estimated $146K sold.

Naviter Wealth first reported a position in TFSL in Q3 2023 and held it in 3 quarters. The position peaked at $171K in Q4 2023. 161 funds tracked by Wall St. Rank hold TFSL as of Q2 2024.

  • Naviter Wealth reported no remaining TFS Financial position as of Q2 2024 after selling out during the quarter.
  • Naviter Wealth sold 11,652 TFS Financial shares in Q2 2024, an estimated $146K.
  • Naviter Wealth first reported a position in TFS Financial in Q3 2023 and held it in 3 quarters.
  • Naviter Wealth's TFS Financial position peaked at $171K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held TFS Financial as of Q2 2024.

Based on Naviter Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.