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Patriot Financial Group Insurance Agency’s TFS Financial TFSL Stock Holding History

Patriot Financial Group Insurance Agency’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
-4
Closed – – 1803
2022
Q2 		$0 Hold
4
– – ﹤0.01% 2171
2022
Q1 		$0 Hold
4
– – ﹤0.01% 2241
2021
Q4 		$0 Hold
4
– – ﹤0.01% 2253
2021
Q3 		$0 Sell
4
-17
-81% -$332 ﹤0.01% 2239
2021
Q2 		$0 Sell
21
-7
-25% -$146 ﹤0.01% 2159
2021
Q1 		$1K Sell
28
-4
-13% -$78 ﹤0.01% 1927
2020
Q4 		$1K Hold
32
– – ﹤0.01% 1806
2020
Q3 		$0 Hold
32
– – ﹤0.01% 1844
2020
Q2 		$0 Hold
32
– – ﹤0.01% 1837
2020
Q1 		$0 Hold
32
– – ﹤0.01% 1735
2019
Q4 		$1K Hold
32
– – ﹤0.01% 1257
2019
Q3 		$1K Sell
32
-18
-36% -$323 ﹤0.01% 1238
2019
Q2 		$1K Sell
50
-63
-56% -$1.07K ﹤0.01% 1340
2019
Q1 		$2K Buy
+113
New +$1.89K ﹤0.01% 1047

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TFSL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of TFS Financial (TFSL) in Q3 2022, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in TFSL in Q1 2019 and held it in 14 quarters. The position peaked at $2K in Q1 2019. 147 funds tracked by Wall St. Rank hold TFSL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining TFS Financial position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 TFS Financial shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in TFS Financial in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's TFS Financial position peaked at $2K in Q1 2019.
  • 147 funds tracked by Wall St. Rank held TFS Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.