FHA
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First Horizon Advisors’s WaFd WAFD Stock Holding History

First Horizon Advisors’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
-66
Closed -$1.75K – 2511
2023
Q2 		$1.75K Hold
66
– – ﹤0.01% 2120
2023
Q1 		$1.99K Buy
+66
New +$2.23K ﹤0.01% 2100

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

First Horizon Advisors's WAFD Position: Q3 2023 in Review

First Horizon Advisors sold out of WaFd (WAFD) in Q3 2023, closing a stake of 66 shares — an estimated $1.75K sold.

First Horizon Advisors first reported a position in WAFD in Q1 2023 and held it in 2 quarters. The position peaked at $1.99K in Q1 2023. 214 funds tracked by Wall St. Rank hold WAFD as of Q3 2023.

  • First Horizon Advisors reported no remaining WaFd position as of Q3 2023 after selling out during the quarter.
  • First Horizon Advisors sold 66 WaFd shares in Q3 2023, an estimated $1.75K.
  • First Horizon Advisors first reported a position in WaFd in Q1 2023 and held it in 2 quarters.
  • First Horizon Advisors's WaFd position peaked at $1.99K in Q1 2023.
  • 214 funds tracked by Wall St. Rank held WaFd as of Q3 2023.

Based on First Horizon Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.