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AUA Capital Management’s WaFd WAFD Stock Holding History

AUA Capital 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
-103
Closed -$3.46K – 327
2022
Q4 		$3.46K Hold
103
– – ﹤0.01% 216
2022
Q3 		$3K Hold
103
– – ﹤0.01% 240
2022
Q2 		$3K Sell
103
-8
-7% -$251 ﹤0.01% 249
2022
Q1 		$4K Buy
111
+7
+7% +$245 ﹤0.01% 231
2021
Q4 		$3K Hold
104
– – ﹤0.01% 261
2021
Q3 		$4K Hold
104
– – ﹤0.01% 223
2021
Q2 		$3K Buy
104
+15
+17% +$489 ﹤0.01% 255
2021
Q1 		$3K Hold
89
– – ﹤0.01% 262
2020
Q4 		$2K Buy
89
+51
+134% +$1.21K ﹤0.01% 285
2020
Q3 		$1K Buy
+38
New +$896 ﹤0.01% 317

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

AUA Capital Management's WAFD Position: Q1 2023 in Review

AUA Capital Management sold out of WaFd (WAFD) in Q1 2023, closing a stake of 103 shares — an estimated $3.46K sold.

AUA Capital Management first reported a position in WAFD in Q3 2020 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

  • AUA Capital Management reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 103 WaFd shares in Q1 2023, an estimated $3.46K.
  • AUA Capital Management first reported a position in WaFd in Q3 2020 and held it in 10 quarters.
  • AUA Capital Management's WaFd position peaked at $4K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.