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AGF Investments LLC’s WaFd WAFD Stock Holding History

AGF Investments LLC’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 		– Sell
-106
Closed -$4K – 699
2019
Q3 		$4K Buy
+106
New +$3.79K ﹤0.01% 591
2017
Q3 		– Sell
-286
Closed -$10K – 810
2017
Q2 		$10K Hold
286
– – ﹤0.01% 550
2017
Q1 		$10K Hold
286
– – ﹤0.01% 563
2016
Q4 		$10K Buy
+286
New +$8.74K ﹤0.01% 638

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 $70.2B AUM 29.99% 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

AGF Investments LLC's WAFD Position: Q4 2019 in Review

AGF Investments LLC sold out of WaFd (WAFD) in Q4 2019, closing a stake of 106 shares — an estimated $4K sold.

AGF Investments LLC first reported a position in WAFD in Q4 2016 and held it in 4 quarters. The position peaked at $10K in Q2 2017. 242 funds tracked by Wall St. Rank hold WAFD as of Q4 2019.

  • AGF Investments LLC reported no remaining WaFd position as of Q4 2019 after selling out during the quarter.
  • AGF Investments LLC sold 106 WaFd shares in Q4 2019, an estimated $4K.
  • AGF Investments LLC first reported a position in WaFd in Q4 2016 and held it in 4 quarters.
  • AGF Investments LLC's WaFd position peaked at $10K in Q2 2017.
  • 242 funds tracked by Wall St. Rank held WaFd as of Q4 2019.

Based on AGF Investments LLC's 13F filing for Q4 2019, filed 12 Feb 2020.