AE Wealth Management’s WaFd WAFD Stock Holding History

AE 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	-17,038	Closed	-$513K	–	2059
2023 Q1	$513K	Buy	+17,038	New	+$576K	﹤0.01%	1348

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

AE Wealth Management sold out of WaFd (WAFD) in Q2 2023, closing a stake of 17,038 shares — an estimated $513K sold.

AE Wealth Management first reported a position in WAFD in Q1 2023 and held it in 1 quarter. The position peaked at $513K in Q1 2023. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

AE Wealth Management reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
AE Wealth Management sold 17,038 WaFd shares in Q2 2023, an estimated $513K.
AE Wealth Management first reported a position in WaFd in Q1 2023 and held it in 1 quarter.
AE Wealth Management's WaFd position peaked at $513K in Q1 2023.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.