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Regent Peak Wealth Advisors’s TFS Financial TFSL Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-43
Closed -$1K – 890
2020
Q4 		$1K Buy
+43
New +$715 ﹤0.01% 996

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ECP
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Regent Peak Wealth Advisors's TFSL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of TFS Financial (TFSL) in Q1 2021, closing a stake of 43 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in TFSL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 122 funds tracked by Wall St. Rank hold TFSL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining TFS Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 43 TFS Financial shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in TFS Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's TFS Financial position peaked at $1K in Q4 2020.
  • 122 funds tracked by Wall St. Rank held TFS Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.