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Concord Wealth Partners’s WaFd WAFD Stock Holding History

Concord 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
2022
Q2 		– Sell
-58
Closed -$2K – 1391
2022
Q1 		$2K Hold
58
– – ﹤0.01% 1149
2021
Q4 		$2K Hold
58
– – ﹤0.01% 1177
2021
Q3 		$2K Hold
58
– – ﹤0.01% 787
2021
Q2 		$2K Hold
58
– – ﹤0.01% 925
2021
Q1 		$2K Buy
+58
New +$1.73K ﹤0.01% 860

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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

Concord Wealth Partners's WAFD Position: Q2 2022 in Review

Concord Wealth Partners sold out of WaFd (WAFD) in Q2 2022, closing a stake of 58 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in WAFD in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 234 funds tracked by Wall St. Rank hold WAFD as of Q2 2022.

  • Concord Wealth Partners reported no remaining WaFd position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 58 WaFd shares in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in WaFd in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's WaFd position peaked at $2K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held WaFd as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.