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Cetera Advisors’s WaFd WAFD Stock Holding History

Cetera 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
2023
Q1 		– Sell
-10,249
Closed -$344K – 1728
2022
Q4 		$344K Buy
+10,249
New +$358K 0.01% 1161
2017
Q4 		– Sell
-43,280
Closed -$1.46M – 877
2017
Q3 		$1.46M Hold
43,280
– – 0.09% 244
2017
Q2 		$1.44M Sell
43,280
-400
-0.9% -$13.3K 0.09% 242
2017
Q1 		$1.45M Hold
43,680
– – 0.1% 230
2016
Q4 		$1.5M Sell
43,680
-84
-0.2% -$2.57K 0.11% 194
2016
Q3 		$1.17M Hold
43,764
– – 0.09% 238
2016
Q2 		$1.06M Sell
43,764
-4,424
-9% -$106K 0.08% 251
2016
Q1 		$1.09M Sell
48,188
-1,382
-3% -$29.9K 0.09% 234
2015
Q4 		$1.18M Hold
49,570
– – 0.1% 223
2015
Q3 		$1.13M Sell
49,570
-2,634
-5% -$60.3K 0.11% 208
2015
Q2 		$1.22M Buy
52,204
+41,257
+377% +$924K 0.1% 214
2015
Q1 		$237K Sell
10,947
-796
-7% -$16.8K 0.02% 579
2014
Q4 		$260K Sell
11,743
-1,538
-12% -$32.9K 0.03% 522
2014
Q3 		$269K Sell
13,281
-1,103
-8% -$23.6K 0.02% 476
2014
Q2 		$324K Sell
14,384
-1,821
-11% -$39.8K 0.04% 423
2014
Q1 		$377K Buy
16,205
+2,276
+16% +$51.6K 0.05% 362
2013
Q4 		$324K Buy
13,929
+388
+3% +$8.81K 0.05% 361
2013
Q3 		$280K Sell
13,541
-1,073
-7% -$22.8K 0.05% 344
2013
Q2 		$276K Buy
+14,614
New +$251K 0.06% 311

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cetera Advisors's WAFD Position: Q1 2023 in Review

Cetera Advisors sold out of WaFd (WAFD) in Q1 2023, closing a stake of 10,249 shares — an estimated $344K sold.

Cetera Advisors first reported a position in WAFD in Q2 2013 and held it in 19 quarters. The position peaked at $1.5M in Q4 2016. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

  • Cetera Advisors reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
  • Cetera Advisors sold 10,249 WaFd shares in Q1 2023, an estimated $344K.
  • Cetera Advisors first reported a position in WaFd in Q2 2013 and held it in 19 quarters.
  • Cetera Advisors's WaFd position peaked at $1.5M in Q4 2016.
  • 245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on Cetera Advisors's 13F filing for Q1 2023, filed 15 May 2023.