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Provident Wealth Management’s TFS Financial TFSL Stock Holding History

Provident Wealth Management’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
2020
Q4 		– Sell
-283
Closed -$4K – 244
2020
Q3 		$4K Buy
+283
New +$4.12K ﹤0.01% 218

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ECP
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Bank of New York Mellon
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CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Provident Wealth Management's TFSL Position: Q4 2020 in Review

Provident Wealth Management sold out of TFS Financial (TFSL) in Q4 2020, closing a stake of 283 shares — an estimated $4K sold.

Provident Wealth Management first reported a position in TFSL in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 127 funds tracked by Wall St. Rank hold TFSL as of Q4 2020.

  • Provident Wealth Management reported no remaining TFS Financial position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 283 TFS Financial shares in Q4 2020, an estimated $4K.
  • Provident Wealth Management first reported a position in TFS Financial in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's TFS Financial position peaked at $4K in Q3 2020.
  • 127 funds tracked by Wall St. Rank held TFS Financial as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.