TCI Wealth Advisors’s TFS Financial TFSL Stock Holding History

TCI 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
2023 Q2	–	Sell	-9	Closed	-$114	–	2032
2023 Q1	$114	Buy	9 +2	+29%	+$28	﹤0.01%	2389
2022 Q4	$101	Sell	7 -2	-22%	-$27	﹤0.01%	2401
2022 Q3	$0	Sell	9 -254	-97%	-$3.6K	﹤0.01%	2579
2022 Q2	$4K	Hold	263	–	–	﹤0.01%	1700
2022 Q1	$4K	Hold	263	–	–	﹤0.01%	1796
2021 Q4	$5K	Hold	263	–	–	﹤0.01%	1723
2021 Q3	$5K	Sell	263 -28	-10%	-$546	﹤0.01%	1656
2021 Q2	$6K	Hold	291	–	–	﹤0.01%	1366
2021 Q1	$6K	Hold	291	–	–	﹤0.01%	1180
2020 Q4	$5K	Hold	291	–	–	﹤0.01%	908
2020 Q3	$4K	Hold	291	–	–	﹤0.01%	894
2020 Q2	$4K	Buy	+291	New	+$4.19K	﹤0.01%	842
2020 Q1	–	Sell	-212	Closed	-$4K	–	1759
2019 Q4	$4K	Sell	212 -5	-2%	-$97	﹤0.01%	952
2019 Q3	$4K	Buy	+217	New	+$3.89K	﹤0.01%	893

Other funds holding TFSL

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TCI Wealth Advisors's TFSL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of TFS Financial (TFSL) in Q2 2023, closing a stake of 9 shares — an estimated $114 sold.

TCI Wealth Advisors first reported a position in TFSL in Q3 2019 and held it in 14 quarters. The position peaked at $6K in Q2 2021. 143 funds tracked by Wall St. Rank hold TFSL as of Q2 2023.

TCI Wealth Advisors reported no remaining TFS Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 9 TFS Financial shares in Q2 2023, an estimated $114.
TCI Wealth Advisors first reported a position in TFS Financial in Q3 2019 and held it in 14 quarters.
TCI Wealth Advisors's TFS Financial position peaked at $6K in Q2 2021.
143 funds tracked by Wall St. Rank held TFS Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.