TCWM
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Total Clarity Wealth Management’s TFS Financial TFSL Stock Holding History

Total Clarity Wealth Management’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
Q4 		– Sell
-2,684
Closed -$51K – 1059
2021
Q3 		$51K Buy
+2,684
New +$52.4K 0.02% 400

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
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Total Clarity Wealth Management's TFSL Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of TFS Financial (TFSL) in Q4 2021, closing a stake of 2,684 shares — an estimated $51K sold.

Total Clarity Wealth Management first reported a position in TFSL in Q3 2021 and held it in 1 quarter. The position peaked at $51K in Q3 2021. 136 funds tracked by Wall St. Rank hold TFSL as of Q4 2021.

  • Total Clarity Wealth Management reported no remaining TFS Financial position as of Q4 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 2,684 TFS Financial shares in Q4 2021, an estimated $51K.
  • Total Clarity Wealth Management first reported a position in TFS Financial in Q3 2021 and held it in 1 quarter.
  • Total Clarity Wealth Management's TFS Financial position peaked at $51K in Q3 2021.
  • 136 funds tracked by Wall St. Rank held TFS Financial as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.