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Avantax Planning Partners’s WaFd WAFD Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-5,015
Closed -$160K – 1182
2018
Q3 		$160K Buy
+5,015
New +$169K 0.01% 264
2018
Q2 		– Sell
-5,016
Closed -$174K – 1468
2018
Q1 		$174K Buy
+5,016
New +$178K 0.01% 318

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Avantax Planning Partners's WAFD Position: Q4 2018 in Review

Avantax Planning Partners sold out of WaFd (WAFD) in Q4 2018, closing a stake of 5,015 shares — an estimated $160K sold.

Avantax Planning Partners first reported a position in WAFD in Q1 2018 and held it in 2 quarters. The position peaked at $174K in Q1 2018. 223 funds tracked by Wall St. Rank hold WAFD as of Q4 2018.

  • Avantax Planning Partners reported no remaining WaFd position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 5,015 WaFd shares in Q4 2018, an estimated $160K.
  • Avantax Planning Partners first reported a position in WaFd in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's WaFd position peaked at $174K in Q1 2018.
  • 223 funds tracked by Wall St. Rank held WaFd as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.