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Capital Performance Advisors’s WaFd WAFD Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-35
Closed -$1.22K – 2661
2024
Q3 		$1.22K Buy
+35
New +$1.19K ﹤0.01% 1810

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

Capital Performance Advisors's WAFD Position: Q4 2024 in Review

Capital Performance Advisors sold out of WaFd (WAFD) in Q4 2024, closing a stake of 35 shares — an estimated $1.22K sold.

Capital Performance Advisors first reported a position in WAFD in Q3 2024 and held it in 1 quarter. The position peaked at $1.22K in Q3 2024. 249 funds tracked by Wall St. Rank hold WAFD as of Q4 2024.

  • Capital Performance Advisors reported no remaining WaFd position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 35 WaFd shares in Q4 2024, an estimated $1.22K.
  • Capital Performance Advisors first reported a position in WaFd in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's WaFd position peaked at $1.22K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held WaFd as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.