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Riverview Trust Company’s TFS Financial TFSL Stock Holding History

Riverview Trust Company’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
-965
Closed -$12.2K – 749
2023
Q1 		$12.2K Hold
965
– – 0.01% 630
2022
Q4 		$14K Buy
+965
New +$13.2K 0.01% 522

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Dimensional Fund Advisors
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CRM
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Riverview Trust Company's TFSL Position: Q2 2023 in Review

Riverview Trust Company sold out of TFS Financial (TFSL) in Q2 2023, closing a stake of 965 shares — an estimated $12.2K sold.

Riverview Trust Company first reported a position in TFSL in Q4 2022 and held it in 2 quarters. The position peaked at $14K in Q4 2022. 142 funds tracked by Wall St. Rank hold TFSL as of Q2 2023.

  • Riverview Trust Company reported no remaining TFS Financial position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 965 TFS Financial shares in Q2 2023, an estimated $12.2K.
  • Riverview Trust Company first reported a position in TFS Financial in Q4 2022 and held it in 2 quarters.
  • Riverview Trust Company's TFS Financial position peaked at $14K in Q4 2022.
  • 142 funds tracked by Wall St. Rank held TFS Financial as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.