DI
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Disciplined Investments’s WaFd WAFD Stock Holding History

Disciplined Investments’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
-15
Closed -$398 – 1529
2023
Q2 		$398 Hold
15
– – ﹤0.01% 1313
2023
Q1 		$452 Sell
15
-4
-21% -$135 ﹤0.01% 1261
2022
Q4 		$637 Buy
19
+3
+19% +$105 ﹤0.01% 1095
2022
Q3 		$0 Sell
16
-4
-20% -$130 ﹤0.01% 1646
2022
Q2 		$1K Buy
20
+4
+25% +$126 ﹤0.01% 1161
2022
Q1 		$1K Buy
+16
New +$561 ﹤0.01% 1228

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

Disciplined Investments's WAFD Position: Q3 2023 in Review

Disciplined Investments sold out of WaFd (WAFD) in Q3 2023, closing a stake of 15 shares — an estimated $398 sold.

Disciplined Investments first reported a position in WAFD in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 214 funds tracked by Wall St. Rank hold WAFD as of Q3 2023.

  • Disciplined Investments reported no remaining WaFd position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 15 WaFd shares in Q3 2023, an estimated $398.
  • Disciplined Investments first reported a position in WaFd in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's WaFd position peaked at $1K in Q2 2022.
  • 214 funds tracked by Wall St. Rank held WaFd as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.