Tarbox Family Office’s TFS Financial TFSL Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-134	Closed	-$2K	–	886
2022 Q1	$2K	Hold	134	–	–	﹤0.01%	859
2021 Q4	$2K	Hold	134	–	–	﹤0.01%	933
2021 Q3	$3K	Hold	134	–	–	﹤0.01%	850
2021 Q2	$3K	Hold	134	–	–	﹤0.01%	857
2021 Q1	$3K	Hold	134	–	–	﹤0.01%	801
2020 Q4	$2K	Hold	134	–	–	﹤0.01%	900
2020 Q3	$2K	Hold	134	–	–	﹤0.01%	845
2020 Q2	$2K	Hold	134	–	–	﹤0.01%	834
2020 Q1	$2K	Hold	134	–	–	﹤0.01%	712
2019 Q4	$3K	Hold	134	–	–	﹤0.01%	709
2019 Q3	$2K	Hold	134	–	–	﹤0.01%	790
2019 Q2	$2K	Buy	+134	New	+$2.29K	﹤0.01%	798

Other funds holding TFSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tarbox Family Office's TFSL Position: Q2 2022 in Review

Tarbox Family Office sold out of TFS Financial (TFSL) in Q2 2022, closing a stake of 134 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in TFSL in Q2 2019 and held it in 12 quarters. The position peaked at $3K in Q3 2021. 141 funds tracked by Wall St. Rank hold TFSL as of Q2 2022.

Tarbox Family Office reported no remaining TFS Financial position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 134 TFS Financial shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in TFS Financial in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's TFS Financial position peaked at $3K in Q3 2021.
141 funds tracked by Wall St. Rank held TFS Financial as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.