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Berman Capital Advisors’s WaFd WAFD Stock Holding History

Berman Capital Advisors’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
2020
Q4 		– Sell
-18
Closed – – 1843
2020
Q3 		$0 Hold
18
– – ﹤0.01% 1787
2020
Q2 		$0 Sell
18
-39
-68% -$1K ﹤0.01% 1843
2020
Q1 		$1K Buy
57
+30
+111% +$959 ﹤0.01% 1388
2019
Q4 		$0 Hold
27
– – ﹤0.01% 1555
2019
Q3 		$0 Hold
27
– – ﹤0.01% 1590
2019
Q2 		$0 Hold
27
– – ﹤0.01% 1587
2019
Q1 		$0 Hold
27
– – ﹤0.01% 1492
2018
Q4 		$0 Buy
+27
New +$758 ﹤0.01% 1272

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Berman Capital Advisors's WAFD Position: Q4 2020 in Review

Berman Capital Advisors sold out of WaFd (WAFD) in Q4 2020, closing a stake of 18 shares.

Berman Capital Advisors first reported a position in WAFD in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q1 2020. 208 funds tracked by Wall St. Rank hold WAFD as of Q4 2020.

  • Berman Capital Advisors reported no remaining WaFd position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 18 WaFd shares in Q4 2020.
  • Berman Capital Advisors first reported a position in WaFd in Q4 2018 and held it in 8 quarters.
  • Berman Capital Advisors's WaFd position peaked at $1K in Q1 2020.
  • 208 funds tracked by Wall St. Rank held WaFd as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.