AFS
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Annapolis Financial Services’s WaFd WAFD Stock Holding History

Annapolis Financial Services’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
2021
Q4 		– Sell
-297
Closed -$10K – 507
2021
Q3 		$10K Hold
297
– – ﹤0.01% 294
2021
Q2 		$9K Buy
+297
New +$9.68K ﹤0.01% 276

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Annapolis Financial Services's WAFD Position: Q4 2021 in Review

Annapolis Financial Services sold out of WaFd (WAFD) in Q4 2021, closing a stake of 297 shares — an estimated $10K sold.

Annapolis Financial Services first reported a position in WAFD in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 241 funds tracked by Wall St. Rank hold WAFD as of Q4 2021.

  • Annapolis Financial Services reported no remaining WaFd position as of Q4 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 297 WaFd shares in Q4 2021, an estimated $10K.
  • Annapolis Financial Services first reported a position in WaFd in Q2 2021 and held it in 2 quarters.
  • Annapolis Financial Services's WaFd position peaked at $10K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held WaFd as of Q4 2021.

Based on Annapolis Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.