TWA
TFSL icon

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
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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
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