SFS
TFSL icon

Sowell Financial Services’s TFS Financial TFSL Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-210
Closed -$4K – 2488
2021
Q1 		$4K Buy
210
+3
+1% +$58 ﹤0.01% 2688
2020
Q4 		$4K Buy
207
+103
+99% +$1.71K ﹤0.01% 2356
2020
Q3 		$2K Buy
104
+2
+2% +$29 ﹤0.01% 2277
2020
Q2 		$1K Sell
102
-296
-74% -$4.26K ﹤0.01% 2373
2020
Q1 		$6K Buy
+398
New +$7.8K ﹤0.01% 1785

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BlackRock
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Sowell Financial Services's TFSL Position: Q2 2021 in Review

Sowell Financial Services sold out of TFS Financial (TFSL) in Q2 2021, closing a stake of 210 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in TFSL in Q1 2020 and held it in 5 quarters. The position peaked at $6K in Q1 2020. 124 funds tracked by Wall St. Rank hold TFSL as of Q2 2021.

  • Sowell Financial Services reported no remaining TFS Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 210 TFS Financial shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in TFS Financial in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's TFS Financial position peaked at $6K in Q1 2020.
  • 124 funds tracked by Wall St. Rank held TFS Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.