Barrow, Hanley, Mewhinney & Strauss
WAFD icon

Barrow, Hanley, Mewhinney & Strauss’s WaFd WAFD Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2024
Q3 		– Sell
-22
Closed -$629 – 355
2024
Q2 		$629 Buy
22
+1
+5% +$28 ﹤0.01% 289
2024
Q1 		$610 Buy
+21
New +$605 ﹤0.01% 285
2015
Q4 		– Sell
-80,672
Closed -$1.83M – 333
2015
Q3 		$1.83M Hold
80,672
– – ﹤0.01% 244
2015
Q2 		$1.88M Buy
80,672
+4,139
+5% +$92.7K ﹤0.01% 249
2015
Q1 		$1.67M Buy
+76,533
New +$1.61M ﹤0.01% 257

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's WAFD Position: Q3 2024 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of WaFd (WAFD) in Q3 2024, closing a stake of 22 shares — an estimated $629 sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in WAFD in Q1 2015 and held it in 5 quarters. The position peaked at $1.88M in Q2 2015. 247 funds tracked by Wall St. Rank hold WAFD as of Q3 2024.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining WaFd position as of Q3 2024 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 22 WaFd shares in Q3 2024, an estimated $629.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in WaFd in Q1 2015 and held it in 5 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's WaFd position peaked at $1.88M in Q2 2015.
  • 247 funds tracked by Wall St. Rank held WaFd as of Q3 2024.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2024, filed 13 Nov 2024.