Empirical Wealth Management’s WaFd WAFD Stock Holding History

Empirical Wealth 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
2024 Q3	–	Sell	-16,789	Closed	-$480K	–	612
2024 Q2	$480K	Buy	16,789 +3,054	+22%	+$84.6K	0.01%	370
2024 Q1	$399K	Buy	13,735 +4,918	+56%	+$142K	0.01%	380
2023 Q4	$291K	Hold	8,817	–	–	0.01%	403
2023 Q3	$226K	Buy	+8,817	New	+$246K	0.01%	425
2021 Q4	–	Sell	-7,653	Closed	-$263K	–	536
2021 Q3	$263K	Buy	+7,653	New	+$249K	0.02%	395
2020 Q3	–	Sell	-34,507	Closed	-$926K	–	367
2020 Q2	$926K	Hold	34,507	–	–	0.09%	135
2020 Q1	$896K	Sell	34,507 -1,050	-3%	-$33.6K	0.1%	123
2019 Q4	$1.3M	Buy	35,557 +784	+2%	+$28.8K	0.14%	103
2019 Q3	$1.29M	Hold	34,773	–	–	0.16%	99
2019 Q2	$1.22M	Hold	34,773	–	–	0.16%	93
2019 Q1	$1M	Buy	+34,773	New	+$1.02M	0.15%	87

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Empirical Wealth Management's WAFD Position: Q3 2024 in Review

Empirical Wealth Management sold out of WaFd (WAFD) in Q3 2024, closing a stake of 16,789 shares — an estimated $480K sold.

Empirical Wealth Management first reported a position in WAFD in Q1 2019 and held it in 11 quarters. The position peaked at $1.3M in Q4 2019. 247 funds tracked by Wall St. Rank hold WAFD as of Q3 2024.

Empirical Wealth Management reported no remaining WaFd position as of Q3 2024 after selling out during the quarter.
Empirical Wealth Management sold 16,789 WaFd shares in Q3 2024, an estimated $480K.
Empirical Wealth Management first reported a position in WaFd in Q1 2019 and held it in 11 quarters.
Empirical Wealth Management's WaFd position peaked at $1.3M in Q4 2019.
247 funds tracked by Wall St. Rank held WaFd as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.