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Artemis Investment Management’s WaFd WAFD Stock Holding History

Artemis Investment Management’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
Q1 		– Sell
-128,602
Closed -$4.34M – 255
2022
Q4 		$4.34M Sell
128,602
-9,262
-7% -$324K 0.05% 179
2022
Q3 		$4.14M Buy
+137,864
New +$4.47M 0.05% 183

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Artemis Investment Management's WAFD Position: Q1 2023 in Review

Artemis Investment Management sold out of WaFd (WAFD) in Q1 2023, closing a stake of 128,602 shares — an estimated $4.34M sold.

Artemis Investment Management first reported a position in WAFD in Q3 2022 and held it in 2 quarters. The position peaked at $4.34M in Q4 2022. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

  • Artemis Investment Management reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
  • Artemis Investment Management sold 128,602 WaFd shares in Q1 2023, an estimated $4.34M.
  • Artemis Investment Management first reported a position in WaFd in Q3 2022 and held it in 2 quarters.
  • Artemis Investment Management's WaFd position peaked at $4.34M in Q4 2022.
  • 245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on Artemis Investment Management's 13F filing for Q1 2023, filed 5 May 2023.