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Carolinas Wealth Consulting’s WaFd WAFD Stock Holding History

Carolinas Wealth Consulting’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
2023
Q2 		– Sell
-13
Closed -$392 – 1119
2023
Q1 		$392 Hold
13
– – ﹤0.01% 1019
2022
Q4 		$436 Buy
+13
New +$455 ﹤0.01% 1015

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State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's WAFD Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of WaFd (WAFD) in Q2 2023, closing a stake of 13 shares — an estimated $392 sold.

Carolinas Wealth Consulting first reported a position in WAFD in Q4 2022 and held it in 2 quarters. The position peaked at $436 in Q4 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 13 WaFd shares in Q2 2023, an estimated $392.
  • Carolinas Wealth Consulting first reported a position in WaFd in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's WaFd position peaked at $436 in Q4 2022.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.