AWM
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Avior Wealth Management’s WaFd WAFD Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-20
Closed -$644 – 2314
2024
Q4 		$644 Hold
20
– – ﹤0.01% 2254
2024
Q3 		$697 Hold
20
– – ﹤0.01% 2128
2024
Q2 		$571 Sell
20
-15
-43% -$415 ﹤0.01% 2102
2024
Q1 		$1.02K Buy
+35
New +$1.01K ﹤0.01% 2398

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Avior Wealth Management's WAFD Position: Q1 2025 in Review

Avior Wealth Management sold out of WaFd (WAFD) in Q1 2025, closing a stake of 20 shares — an estimated $644 sold.

Avior Wealth Management first reported a position in WAFD in Q1 2024 and held it in 4 quarters. The position peaked at $1.02K in Q1 2024. 244 funds tracked by Wall St. Rank hold WAFD as of Q1 2025.

  • Avior Wealth Management reported no remaining WaFd position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 20 WaFd shares in Q1 2025, an estimated $644.
  • Avior Wealth Management first reported a position in WaFd in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's WaFd position peaked at $1.02K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held WaFd as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.