Crossmark Global Holdings’s WaFd WAFD Stock Holding History

Crossmark Global Holdings’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 Q2	–	Sell	-7,920	Closed	-$206K	–	1379
2020 Q1	$206K	Hold	7,920	–	–	0.01%	1048
2019 Q4	$290K	Buy	7,920 +200	+3%	+$7.34K	0.01%	1141
2019 Q3	$286K	Sell	7,720 -320	-4%	-$11.4K	0.01%	1081
2019 Q2	$281K	Buy	8,040 +294	+4%	+$9.51K	0.01%	1130
2019 Q1	$224K	Sell	7,746 -150	-2%	-$4.41K	0.01%	1263
2018 Q4	$211K	Buy	7,896 +100	+1%	+$2.81K	0.01%	1265
2018 Q3	$249K	Buy	7,796 +240	+3%	+$8.08K	0.01%	1425
2018 Q2	$247K	Sell	7,556 -320	-4%	-$10.5K	0.01%	1433
2018 Q1	$273K	Sell	7,876 -516	-6%	-$18.3K	0.01%	1334
2017 Q4	$287K	Sell	8,392 -704	-8%	-$24.2K	0.01%	1396
2017 Q3	$306K	Buy	+9,096	New	+$296K	0.01%	1302
2016 Q3	$306K	Buy	+9,096	New	+$233K	0.01%	1302

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

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

FCM

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

WHG

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

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

Crossmark Global Holdings's WAFD Position: Q2 2020 in Review

Crossmark Global Holdings sold out of WaFd (WAFD) in Q2 2020, closing a stake of 7,920 shares — an estimated $206K sold.

Crossmark Global Holdings first reported a position in WAFD in Q3 2016 and held it in 12 quarters. The position peaked at $306K in Q3 2017. 210 funds tracked by Wall St. Rank hold WAFD as of Q2 2020.

Crossmark Global Holdings reported no remaining WaFd position as of Q2 2020 after selling out during the quarter.
Crossmark Global Holdings sold 7,920 WaFd shares in Q2 2020, an estimated $206K.
Crossmark Global Holdings first reported a position in WaFd in Q3 2016 and held it in 12 quarters.
Crossmark Global Holdings's WaFd position peaked at $306K in Q3 2017.
210 funds tracked by Wall St. Rank held WaFd as of Q2 2020.

Based on Crossmark Global Holdings's 13F filing for Q2 2020, filed 14 Aug 2020.