FPS
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Fieldpoint Private Securities’s WaFd WAFD Stock Holding History

Fieldpoint Private Securities’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
-255
Closed -$8K – 1726
2022
Q1 		$8K Buy
255
+50
+24% +$1.75K ﹤0.01% 1164
2021
Q4 		$7K Buy
+205
New +$7.07K ﹤0.01% 1192

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fieldpoint Private Securities's WAFD Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of WaFd (WAFD) in Q2 2022, closing a stake of 255 shares — an estimated $8K sold.

Fieldpoint Private Securities first reported a position in WAFD in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 234 funds tracked by Wall St. Rank hold WAFD as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining WaFd position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 255 WaFd shares in Q2 2022, an estimated $8K.
  • Fieldpoint Private Securities first reported a position in WaFd in Q4 2021 and held it in 2 quarters.
  • Fieldpoint Private Securities's WaFd position peaked at $8K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held WaFd as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.