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Accel Wealth Management’s WaFd WAFD Stock Holding History

Accel Wealth Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-206
Closed -$6.21K – 865
2023
Q1 		$6.21K Buy
206
+2
+1% +$68 ﹤0.01% 983
2022
Q4 		$6.86K Sell
204
-399
-66% -$13.9K ﹤0.01% 776
2022
Q3 		$19K Buy
603
+2
+0.3% +$65 0.01% 577
2022
Q2 		$19K Buy
601
+1
+0.2% +$31 0.01% 561
2022
Q1 		$20K Buy
+600
New +$21K 0.01% 566

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accel Wealth Management's WAFD Position: Q2 2023 in Review

Accel Wealth Management sold out of WaFd (WAFD) in Q2 2023, closing a stake of 206 shares — an estimated $6.21K sold.

Accel Wealth Management first reported a position in WAFD in Q1 2022 and held it in 5 quarters. The position peaked at $20K in Q1 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Accel Wealth Management reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 206 WaFd shares in Q2 2023, an estimated $6.21K.
  • Accel Wealth Management first reported a position in WaFd in Q1 2022 and held it in 5 quarters.
  • Accel Wealth Management's WaFd position peaked at $20K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.