SIS
TFSL icon

Sound Income Strategies’s TFS Financial TFSL Stock Holding History

Sound Income Strategies’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
-100
Closed -$1.26K – 1501
2024
Q2 		$1.26K Hold
100
– – ﹤0.01% 1170
2024
Q1 		$1.26K Hold
100
– – ﹤0.01% 1144
2023
Q4 		$1.47K Buy
+100
New +$1.29K ﹤0.01% 1119

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

Sound Income Strategies's TFSL Position: Q3 2024 in Review

Sound Income Strategies sold out of TFS Financial (TFSL) in Q3 2024, closing a stake of 100 shares — an estimated $1.26K sold.

Sound Income Strategies first reported a position in TFSL in Q4 2023 and held it in 3 quarters. The position peaked at $1.47K in Q4 2023. 167 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

  • Sound Income Strategies reported no remaining TFS Financial position as of Q3 2024 after selling out during the quarter.
  • Sound Income Strategies sold 100 TFS Financial shares in Q3 2024, an estimated $1.26K.
  • Sound Income Strategies first reported a position in TFS Financial in Q4 2023 and held it in 3 quarters.
  • Sound Income Strategies's TFS Financial position peaked at $1.47K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.