Advisory Services Network’s WaFd WAFD Stock Holding History

Advisory Services Network’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
2020 Q4	–	Sell	-87	Closed	-$2K	–	3740
2020 Q3	$2K	Buy	+87	New	+$2.05K	﹤0.01%	3208
2020 Q2	–	Sell	-87	Closed	-$2K	–	2713
2020 Q1	$2K	Sell	87 -79	-48%	-$2.52K	﹤0.01%	2793
2019 Q4	$6K	Sell	166 -53	-24%	-$1.95K	﹤0.01%	2572
2019 Q3	$8K	Hold	219	–	–	﹤0.01%	2262
2019 Q2	$8K	Buy	219 +54	+33%	+$1.75K	﹤0.01%	2260
2019 Q1	$5K	Hold	165	–	–	﹤0.01%	2124
2018 Q4	$4K	Buy	+165	New	+$4.63K	﹤0.01%	2154

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Advisory Services Network's WAFD Position: Q4 2020 in Review

Advisory Services Network sold out of WaFd (WAFD) in Q4 2020, closing a stake of 87 shares — an estimated $2K sold.

Advisory Services Network first reported a position in WAFD in Q4 2018 and held it in 7 quarters. The position peaked at $8K in Q3 2019. 208 funds tracked by Wall St. Rank hold WAFD as of Q4 2020.

Advisory Services Network reported no remaining WaFd position as of Q4 2020 after selling out during the quarter.
Advisory Services Network sold 87 WaFd shares in Q4 2020, an estimated $2K.
Advisory Services Network first reported a position in WaFd in Q4 2018 and held it in 7 quarters.
Advisory Services Network's WaFd position peaked at $8K in Q3 2019.
208 funds tracked by Wall St. Rank held WaFd as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.