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TFO Wealth Partners’s TFS Financial TFSL Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$13 – 669
2024
Q1 		$13 Hold
1
– – ﹤0.01% 779
2023
Q4 		$15 Hold
1
– – ﹤0.01% 923
2023
Q3 		$13 Hold
1
– – ﹤0.01% 1099
2023
Q2 		$13 Hold
1
– – ﹤0.01% 825
2023
Q1 		$13 Sell
1
-66
-99% -$921 ﹤0.01% 809
2022
Q4 		$2.2K Buy
+67
New +$916 ﹤0.01% 244

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFO Wealth Partners's TFSL Position: Q2 2024 in Review

TFO Wealth Partners sold out of TFS Financial (TFSL) in Q2 2024, closing a stake of 1 share — an estimated $13 sold.

TFO Wealth Partners first reported a position in TFSL in Q4 2022 and held it in 6 quarters. The position peaked at $2.2K in Q4 2022. 161 funds tracked by Wall St. Rank hold TFSL as of Q2 2024.

  • TFO Wealth Partners reported no remaining TFS Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 TFS Financial share in Q2 2024, an estimated $13.
  • TFO Wealth Partners first reported a position in TFS Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's TFS Financial position peaked at $2.2K in Q4 2022.
  • 161 funds tracked by Wall St. Rank held TFS Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.