Beacon Financial Group’s WaFd WAFD Stock Holding History

Beacon Financial Group’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
2022 Q1	–	Sell	-17,027	Closed	-$573K	–	237
2021 Q4	$573K	Buy	+17,027	New	+$587K	0.07%	182

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Beacon Financial Group's WAFD Position: Q1 2022 in Review

Beacon Financial Group sold out of WaFd (WAFD) in Q1 2022, closing a stake of 17,027 shares — an estimated $573K sold.

Beacon Financial Group first reported a position in WAFD in Q4 2021 and held it in 1 quarter. The position peaked at $573K in Q4 2021. 251 funds tracked by Wall St. Rank hold WAFD as of Q1 2022.

Beacon Financial Group reported no remaining WaFd position as of Q1 2022 after selling out during the quarter.
Beacon Financial Group sold 17,027 WaFd shares in Q1 2022, an estimated $573K.
Beacon Financial Group first reported a position in WaFd in Q4 2021 and held it in 1 quarter.
Beacon Financial Group's WaFd position peaked at $573K in Q4 2021.
251 funds tracked by Wall St. Rank held WaFd as of Q1 2022.

Based on Beacon Financial Group's 13F filing for Q1 2022, filed 8 Apr 2022.