WQ
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Wealth Quarterback’s TFS Financial TFSL Stock Holding History

Wealth Quarterback’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
Q3 		$49K Buy
2,347
+2,189
+1,385% +$42.7K 0.03% 235
2021
Q2 		$4K Buy
+158
New +$3.29K ﹤0.01% 664

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealth Quarterback's TFSL Position: Q3 2021 in Review

Wealth Quarterback increased its TFS Financial (TFSL) stake by 1,385% in Q3 2021, buying an estimated $42.7K and bringing the position to 2,347 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #235.

Wealth Quarterback first reported a position in TFSL in Q2 2021 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold TFSL as of Q3 2021.

  • Wealth Quarterback held 2,347 shares of TFS Financial worth $49K as of Q3 2021.
  • Wealth Quarterback bought 2,189 TFS Financial shares in Q3 2021, an estimated $42.7K.
  • TFS Financial made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #235 holding.
  • Wealth Quarterback first reported a position in TFS Financial in Q2 2021 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held TFS Financial as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.