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Visionary Wealth Advisors’s TFS Financial TFSL Stock Holding History

Visionary 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
2020
Q3 		– Sell
-11,085
Closed -$159K – 269
2020
Q2 		$159K Buy
11,085
+365
+3% +$5.26K 0.02% 226
2020
Q1 		$164K Sell
10,720
-540
-5% -$10.6K 0.03% 192
2019
Q4 		$222K Buy
+11,260
New +$217K 0.04% 195

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Visionary Wealth Advisors's TFSL Position: Q3 2020 in Review

Visionary Wealth Advisors sold out of TFS Financial (TFSL) in Q3 2020, closing a stake of 11,085 shares — an estimated $159K sold.

Visionary Wealth Advisors first reported a position in TFSL in Q4 2019 and held it in 3 quarters. The position peaked at $222K in Q4 2019. 129 funds tracked by Wall St. Rank hold TFSL as of Q3 2020.

  • Visionary Wealth Advisors reported no remaining TFS Financial position as of Q3 2020 after selling out during the quarter.
  • Visionary Wealth Advisors sold 11,085 TFS Financial shares in Q3 2020, an estimated $159K.
  • Visionary Wealth Advisors first reported a position in TFS Financial in Q4 2019 and held it in 3 quarters.
  • Visionary Wealth Advisors's TFS Financial position peaked at $222K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held TFS Financial as of Q3 2020.

Based on Visionary Wealth Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.