VAMG
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Voisard Asset Management Group’s TFS Financial TFSL Stock Holding History

Voisard Asset Management Group’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
Q4 		– Sell
-22
Closed -$283 – 595
2024
Q3 		$283 Buy
+22
New +$290 ﹤0.01% 694

Other funds holding TFSL

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Voisard Asset Management Group's TFSL Position: Q4 2024 in Review

Voisard Asset Management Group sold out of TFS Financial (TFSL) in Q4 2024, closing a stake of 22 shares — an estimated $283 sold.

Voisard Asset Management Group first reported a position in TFSL in Q3 2024 and held it in 1 quarter. The position peaked at $283 in Q3 2024. 175 funds tracked by Wall St. Rank hold TFSL as of Q4 2024.

  • Voisard Asset Management Group reported no remaining TFS Financial position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 22 TFS Financial shares in Q4 2024, an estimated $283.
  • Voisard Asset Management Group first reported a position in TFS Financial in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's TFS Financial position peaked at $283 in Q3 2024.
  • 175 funds tracked by Wall St. Rank held TFS Financial as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.