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Affinity Investment Advisors’s WaFd WAFD Stock Holding History

Affinity Investment Advisors’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
-25,638
Closed -$772K – 208
2023
Q1 		$772K Buy
25,638
+163
+0.6% +$5.51K 0.41% 93
2022
Q4 		$855K Buy
+25,475
New +$891K 0.39% 89

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

Affinity Investment Advisors's WAFD Position: Q2 2023 in Review

Affinity Investment Advisors sold out of WaFd (WAFD) in Q2 2023, closing a stake of 25,638 shares — an estimated $772K sold.

Affinity Investment Advisors first reported a position in WAFD in Q4 2022 and held it in 2 quarters. The position peaked at $855K in Q4 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Affinity Investment Advisors reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Affinity Investment Advisors sold 25,638 WaFd shares in Q2 2023, an estimated $772K.
  • Affinity Investment Advisors first reported a position in WaFd in Q4 2022 and held it in 2 quarters.
  • Affinity Investment Advisors's WaFd position peaked at $855K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Affinity Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.