CFM Wealth Partners’s WaFd WAFD Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-53	Closed	-$1K	–	453
2020 Q2	$1K	Sell	53 -257	-83%	-$6.62K	﹤0.01%	498
2020 Q1	$8K	Sell	310 -173	-36%	-$5.53K	﹤0.01%	452
2019 Q4	$17K	Buy	+483	New	+$17.7K	0.01%	374

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

FCM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CFM Wealth Partners's WAFD Position: Q3 2020 in Review

CFM Wealth Partners sold out of WaFd (WAFD) in Q3 2020, closing a stake of 53 shares — an estimated $1K sold.

CFM Wealth Partners first reported a position in WAFD in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 201 funds tracked by Wall St. Rank hold WAFD as of Q3 2020.

CFM Wealth Partners reported no remaining WaFd position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 53 WaFd shares in Q3 2020, an estimated $1K.
CFM Wealth Partners first reported a position in WaFd in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's WaFd position peaked at $17K in Q4 2019.
201 funds tracked by Wall St. Rank held WaFd as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.