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TD Private Client Wealth’s TFS Financial TFSL Stock Holding History

TD Private Client Wealth’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
Q1 		– Sell
-16
Closed -$282 – 1206
2020
Q4 		$282 Hold
16
– – ﹤0.01% 1125
2020
Q3 		$235 Sell
16
-234
-94% -$3.41K ﹤0.01% 1091
2020
Q2 		$3.58K Sell
250
-174
-41% -$2.51K ﹤0.01% 864
2020
Q1 		$6.47K Hold
424
– – ﹤0.01% 795
2019
Q4 		$8.34K Buy
+424
New +$8.19K ﹤0.01% 772

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 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

TD Private Client Wealth's TFSL Position: Q1 2021 in Review

TD Private Client Wealth sold out of TFS Financial (TFSL) in Q1 2021, closing a stake of 16 shares — an estimated $282 sold.

TD Private Client Wealth first reported a position in TFSL in Q4 2019 and held it in 5 quarters. The position peaked at $8.34K in Q4 2019. 122 funds tracked by Wall St. Rank hold TFSL as of Q1 2021.

  • TD Private Client Wealth reported no remaining TFS Financial position as of Q1 2021 after selling out during the quarter.
  • TD Private Client Wealth sold 16 TFS Financial shares in Q1 2021, an estimated $282.
  • TD Private Client Wealth first reported a position in TFS Financial in Q4 2019 and held it in 5 quarters.
  • TD Private Client Wealth's TFS Financial position peaked at $8.34K in Q4 2019.
  • 122 funds tracked by Wall St. Rank held TFS Financial as of Q1 2021.

Based on TD Private Client Wealth's 13F filing for Q1 2021, filed 16 Aug 2024.