ClariVest Asset Management’s WaFd WAFD Stock Holding History

ClariVest Asset Management’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 Q4	–	Sell	-11	Closed	–	–	960
2023 Q3	$0	Sell	11 -21	-66%	-$587	﹤0.01%	851
2023 Q2	$1K	Sell	32 -12	-27%	-$332	﹤0.01%	642
2023 Q1	$2K	Hold	44	–	–	﹤0.01%	593
2022 Q4	$2K	Buy	44 +23	+110%	+$804	﹤0.01%	574
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	658
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	671
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	676
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	733
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	735
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	721
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	713
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	735
2020 Q3	$0	Sell	21 -15,000	-100%	-$354K	﹤0.01%	855
2020 Q2	$404K	Sell	15,021 -8,500	-36%	-$219K	0.01%	434
2020 Q1	$611K	Buy	+23,521	New	+$752K	0.02%	378

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

ClariVest Asset Management's WAFD Position: Q4 2023 in Review

ClariVest Asset Management sold out of WaFd (WAFD) in Q4 2023, closing a stake of 11 shares.

ClariVest Asset Management first reported a position in WAFD in Q1 2020 and held it in 15 quarters. The position peaked at $611K in Q1 2020. 213 funds tracked by Wall St. Rank hold WAFD as of Q4 2023.

ClariVest Asset Management reported no remaining WaFd position as of Q4 2023 after selling out during the quarter.
ClariVest Asset Management sold 11 WaFd shares in Q4 2023.
ClariVest Asset Management first reported a position in WaFd in Q1 2020 and held it in 15 quarters.
ClariVest Asset Management's WaFd position peaked at $611K in Q1 2020.
213 funds tracked by Wall St. Rank held WaFd as of Q4 2023.

Based on ClariVest Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.