Raymond James Financial Services Advisors’s TFS Financial TFSL Stock Holding History

Raymond James Financial Services Advisors’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 Q2	–	Sell	-12,387	Closed	-$156K	–	3363
2023 Q1	$156K	Hold	12,387	–	–	﹤0.01%	2974
2022 Q4	$179K	Buy	12,387 +100	+0.8%	+$1.37K	﹤0.01%	2895
2022 Q3	$160K	Buy	12,287 +62	+0.5%	+$879	﹤0.01%	2911
2022 Q2	$168K	Buy	12,225 +1,064	+10%	+$15.7K	﹤0.01%	2901
2022 Q1	$185K	Buy	+11,161	New	+$192K	﹤0.01%	2989
2018 Q1	–	Sell	-12,567	Closed	-$188K	–	2720
2017 Q4	$188K	Buy	+12,567	New	+$193K	﹤0.01%	2288

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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 $299B AUM 28.69% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial Services Advisors's TFSL Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of TFS Financial (TFSL) in Q2 2023, closing a stake of 12,387 shares — an estimated $156K sold.

Raymond James Financial Services Advisors first reported a position in TFSL in Q4 2017 and held it in 6 quarters. The position peaked at $188K in Q4 2017. 142 funds tracked by Wall St. Rank hold TFSL as of Q2 2023.

Raymond James Financial Services Advisors reported no remaining TFS Financial position as of Q2 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 12,387 TFS Financial shares in Q2 2023, an estimated $156K.
Raymond James Financial Services Advisors first reported a position in TFS Financial in Q4 2017 and held it in 6 quarters.
Raymond James Financial Services Advisors's TFS Financial position peaked at $188K in Q4 2017.
142 funds tracked by Wall St. Rank held TFS Financial as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.