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Aperio Group’s WaFd WAFD Stock Holding History

Aperio Group’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 		$445K Buy
17,294
+703
+4% +$16.7K ﹤0.01% 2016
2020
Q3 		$346K Sell
16,591
-1,694
-9% -$39.9K ﹤0.01% 2008
2020
Q2 		$491K Sell
18,285
-43,099
-70% -$1.11M ﹤0.01% 1788
2020
Q1 		$1.59M Buy
61,384
+8,182
+15% +$261K 0.01% 1112
2019
Q4 		$1.95M Buy
53,202
+770
+1% +$28.3K 0.01% 1101
2019
Q3 		$1.94M Sell
52,432
-460
-0.9% -$16.4K 0.01% 1071
2019
Q2 		$1.85M Buy
52,892
+2,040
+4% +$66K 0.01% 1099
2019
Q1 		$1.47M Buy
50,852
+9,695
+24% +$285K 0.01% 1175
2018
Q4 		$1.1M Buy
41,157
+339
+0.8% +$9.52K 0.01% 1261
2018
Q3 		$1.31M Buy
40,818
+11,967
+41% +$403K 0.01% 1256
2018
Q2 		$943K Buy
28,851
+3,156
+12% +$104K ﹤0.01% 1427
2018
Q1 		$889K Sell
25,695
-518
-2% -$18.4K ﹤0.01% 1389
2017
Q4 		$898K Sell
26,213
-1,380
-5% -$47.4K ﹤0.01% 1364
2017
Q3 		$929K Sell
27,593
-7,842
-22% -$255K 0.01% 1317
2017
Q2 		$1.18M Sell
35,435
-10,775
-23% -$357K 0.01% 1157
2017
Q1 		$1.53M Buy
46,210
+1,908
+4% +$63.9K 0.01% 966
2016
Q4 		$1.52M Buy
44,302
+11,560
+35% +$353K 0.01% 934
2016
Q3 		$874K Buy
32,742
+4,305
+15% +$110K 0.01% 1169
2016
Q2 		$690K Buy
28,437
+19,523
+219% +$469K 0.01% 1236
2016
Q1 		$202K Sell
8,914
-37,693
-81% -$816K ﹤0.01% 1874
2015
Q4 		$1.11M Buy
46,607
+34,667
+290% +$854K 0.01% 972
2015
Q3 		$272K Buy
11,940
+669
+6% +$15.3K ﹤0.01% 1613
2015
Q2 		$263K Buy
+11,271
New +$253K ﹤0.01% 1713

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Aperio Group's WAFD Position: Q4 2020 in Review

Aperio Group increased its WaFd (WAFD) stake by 4.2% in Q4 2020, buying an estimated $16.7K and bringing the position to 17,294 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Aperio Group first reported a position in WAFD in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.95M in Q4 2019. 208 funds tracked by Wall St. Rank hold WAFD as of Q4 2020.

  • Aperio Group held 17,294 shares of WaFd worth $445K as of Q4 2020.
  • Aperio Group bought 703 WaFd shares in Q4 2020, an estimated $16.7K.
  • WaFd made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2016 holding.
  • Aperio Group first reported a position in WaFd in Q2 2015 and has held it in 23 quarters since.
  • Aperio Group's WaFd position peaked at $1.95M in Q4 2019.
  • 208 funds tracked by Wall St. Rank held WaFd as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.