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West Financial Advisors’s TFS Financial TFSL Stock Holding History

West Financial 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
2022
Q4 		– Sell
-102
Closed -$1K – 196
2022
Q3 		$1K Buy
102
+2
+2% +$28 ﹤0.01% 174
2022
Q2 		$1K Buy
+100
New +$1.47K ﹤0.01% 161

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BlackRock
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $299B AUM 28.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Financial Advisors's TFSL Position: Q4 2022 in Review

West Financial Advisors sold out of TFS Financial (TFSL) in Q4 2022, closing a stake of 102 shares — an estimated $1K sold.

West Financial Advisors first reported a position in TFSL in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 147 funds tracked by Wall St. Rank hold TFSL as of Q4 2022.

  • West Financial Advisors reported no remaining TFS Financial position as of Q4 2022 after selling out during the quarter.
  • West Financial Advisors sold 102 TFS Financial shares in Q4 2022, an estimated $1K.
  • West Financial Advisors first reported a position in TFS Financial in Q2 2022 and held it in 2 quarters.
  • West Financial Advisors's TFS Financial position peaked at $1K in Q3 2022.
  • 147 funds tracked by Wall St. Rank held TFS Financial as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.