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Advisor Group’s WaFd WAFD Stock Holding History

Advisor Group’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
2019
Q4 		$156K Sell
4,230
-243
-5% -$8.92K ﹤0.01% 2597
2019
Q3 		$166K Buy
4,473
+262
+6% +$9.36K ﹤0.01% 2459
2019
Q2 		$147K Sell
4,211
-76
-2% -$2.46K ﹤0.01% 2554
2019
Q1 		$124K Sell
4,287
-1,311
-23% -$38.5K ﹤0.01% 2675
2018
Q4 		$150K Buy
5,598
+988
+21% +$27.7K ﹤0.01% 2314
2018
Q3 		$147K Sell
4,610
-506
-10% -$17K ﹤0.01% 2436
2018
Q2 		$168K Sell
5,116
-282
-5% -$9.27K ﹤0.01% 2115
2018
Q1 		$186K Buy
5,398
+957
+22% +$34K ﹤0.01% 2038
2017
Q4 		$152K Sell
4,441
-88
-2% -$3.02K ﹤0.01% 2224
2017
Q3 		$152K Sell
4,529
-10,007
-69% -$325K ﹤0.01% 2067
2017
Q2 		$483K Buy
14,536
+456
+3% +$15.1K 0.01% 1171
2017
Q1 		$466K Buy
14,080
+435
+3% +$14.6K 0.01% 1122
2016
Q4 		$468K Buy
13,645
+9,106
+201% +$278K 0.01% 1060
2016
Q3 		$121K Sell
4,539
-1,014
-18% -$26K ﹤0.01% 1871
2016
Q2 		$134K Buy
+5,553
New +$133K ﹤0.01% 1724

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisor Group's WAFD Position: Q4 2019 in Review

Advisor Group reduced its WaFd (WAFD) stake by 5.4% in Q4 2019, selling an estimated $8.92K and leaving 4,230 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Advisor Group first reported a position in WAFD in Q2 2016 and has held it in 15 quarters since. The position peaked at $483K in Q2 2017. 242 funds tracked by Wall St. Rank hold WAFD as of Q4 2019.

  • Advisor Group held 4,230 shares of WaFd worth $156K as of Q4 2019.
  • Advisor Group sold 243 WaFd shares in Q4 2019, an estimated $8.92K.
  • WaFd made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2597 holding.
  • Advisor Group first reported a position in WaFd in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's WaFd position peaked at $483K in Q2 2017.
  • 242 funds tracked by Wall St. Rank held WaFd as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.