Tyler-Stone Wealth Management’s TFS Financial TFSL Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-100	Closed	-$1.26K	–	881
2024 Q2	$1.26K	Hold	100	–	–	﹤0.01%	890
2024 Q1	$1.26K	Hold	100	–	–	﹤0.01%	877
2023 Q4	$1.47K	Hold	100	–	–	﹤0.01%	836
2023 Q3	$1K	Hold	100	–	–	﹤0.01%	890
2023 Q2	$1K	Buy	+100	New	+$1.21K	﹤0.01%	872
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	839
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	836
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	838
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	757
2021 Q4	$2K	Buy	+100	New	+$1.91K	﹤0.01%	819

Other funds holding TFSL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Tyler-Stone Wealth Management's TFSL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of TFS Financial (TFSL) in Q3 2024, closing a stake of 100 shares — an estimated $1.26K sold.

Tyler-Stone Wealth Management first reported a position in TFSL in Q4 2021 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 166 funds tracked by Wall St. Rank hold TFSL as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining TFS Financial position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 100 TFS Financial shares in Q3 2024, an estimated $1.26K.
Tyler-Stone Wealth Management first reported a position in TFS Financial in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's TFS Financial position peaked at $2K in Q1 2022.
166 funds tracked by Wall St. Rank held TFS Financial as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.