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Redwood Wealth Management Group’s TFS Financial TFSL Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-661
Closed -$8.35K – 994
2024
Q2 		$8.35K Buy
+661
New +$8.32K 0.01% 638

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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Redwood Wealth Management Group's TFSL Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of TFS Financial (TFSL) in Q3 2024, closing a stake of 661 shares — an estimated $8.35K sold.

Redwood Wealth Management Group first reported a position in TFSL in Q2 2024 and held it in 1 quarter. The position peaked at $8.35K in Q2 2024. 166 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining TFS Financial position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 661 TFS Financial shares in Q3 2024, an estimated $8.35K.
  • Redwood Wealth Management Group first reported a position in TFS Financial in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's TFS Financial position peaked at $8.35K in Q2 2024.
  • 166 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.