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Arkadios Wealth Advisors’s WaFd WAFD Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-475
Closed -$16K – 1769
2021
Q3 		$16K Buy
475
+4
+0.8% +$130 ﹤0.01% 1301
2021
Q2 		$14K Buy
471
+3
+0.6% +$98 ﹤0.01% 1442
2021
Q1 		$14K Buy
+468
New +$14K ﹤0.01% 1093

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

Arkadios Wealth Advisors's WAFD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WaFd (WAFD) in Q4 2021, closing a stake of 475 shares — an estimated $16K sold.

Arkadios Wealth Advisors first reported a position in WAFD in Q1 2021 and held it in 3 quarters. The position peaked at $16K in Q3 2021. 241 funds tracked by Wall St. Rank hold WAFD as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining WaFd position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 475 WaFd shares in Q4 2021, an estimated $16K.
  • Arkadios Wealth Advisors first reported a position in WaFd in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's WaFd position peaked at $16K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held WaFd as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.