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Cipher Capital’s WaFd WAFD Stock Holding History

Cipher Capital’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
Q3 		– Sell
-27,672
Closed -$734K – 621
2023
Q2 		$734K Buy
+27,672
New +$766K 0.13% 248
2021
Q2 		– Sell
-34,391
Closed -$1.06M – 592
2021
Q1 		$1.06M Buy
+34,391
New +$1.03M 0.12% 250
2017
Q2 		– Sell
-29,577
Closed -$979K – 699
2017
Q1 		$979K Sell
29,577
-82,425
-74% -$2.76M 0.07% 374
2016
Q4 		$3.85M Buy
112,002
+7,422
+7% +$227K 0.26% 129
2016
Q3 		$2.79M Sell
104,580
-36,410
-26% -$934K 0.17% 225
2016
Q2 		$3.42M Buy
140,990
+56,703
+67% +$1.36M 0.24% 135
2016
Q1 		$1.91M Buy
84,287
+52,942
+169% +$1.15M 0.18% 200
2015
Q4 		$747K Buy
+31,345
New +$772K 0.11% 279

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
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
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cipher Capital's WAFD Position: Q3 2023 in Review

Cipher Capital sold out of WaFd (WAFD) in Q3 2023, closing a stake of 27,672 shares — an estimated $734K sold.

Cipher Capital first reported a position in WAFD in Q4 2015 and held it in 8 quarters. The position peaked at $3.85M in Q4 2016. 214 funds tracked by Wall St. Rank hold WAFD as of Q3 2023.

  • Cipher Capital reported no remaining WaFd position as of Q3 2023 after selling out during the quarter.
  • Cipher Capital sold 27,672 WaFd shares in Q3 2023, an estimated $734K.
  • Cipher Capital first reported a position in WaFd in Q4 2015 and held it in 8 quarters.
  • Cipher Capital's WaFd position peaked at $3.85M in Q4 2016.
  • 214 funds tracked by Wall St. Rank held WaFd as of Q3 2023.

Based on Cipher Capital's 13F filing for Q3 2023, filed 14 Nov 2023.