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West Family Investments’s TFS Financial TFSL Stock Holding History

West Family Investments’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
2023
Q2 		– Sell
-13,465
Closed -$170K – 266
2023
Q1 		$170K Buy
+13,465
New +$188K 0.07% 178
2022
Q2 		– Sell
-11,432
Closed -$190K – 308
2022
Q1 		$190K Buy
+11,432
New +$197K 0.05% 277
2021
Q3 		– Sell
-12,616
Closed -$256K – 387
2021
Q2 		$256K Buy
+12,616
New +$262K 0.07% 265

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

West Family Investments's TFSL Position: Q2 2023 in Review

West Family Investments sold out of TFS Financial (TFSL) in Q2 2023, closing a stake of 13,465 shares — an estimated $170K sold.

West Family Investments first reported a position in TFSL in Q2 2021 and held it in 3 quarters. The position peaked at $256K in Q2 2021. 143 funds tracked by Wall St. Rank hold TFSL as of Q2 2023.

  • West Family Investments reported no remaining TFS Financial position as of Q2 2023 after selling out during the quarter.
  • West Family Investments sold 13,465 TFS Financial shares in Q2 2023, an estimated $170K.
  • West Family Investments first reported a position in TFS Financial in Q2 2021 and held it in 3 quarters.
  • West Family Investments's TFS Financial position peaked at $256K in Q2 2021.
  • 143 funds tracked by Wall St. Rank held TFS Financial as of Q2 2023.

Based on West Family Investments's 13F filing for Q2 2023, filed 16 Aug 2023.