FHA
WAFD icon

Flagship Harbor Advisors’s WaFd WAFD Stock Holding History

Flagship Harbor 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
2020
Q3 		– Sell
-199
Closed -$5K – 2173
2020
Q2 		$5K Buy
+199
New +$5.13K ﹤0.01% 1602
2018
Q4 		– Sell
-278
Closed -$9K – 2110
2018
Q3 		$9K Hold
278
– – ﹤0.01% 1490
2018
Q2 		$9K Buy
+278
New +$9.13K ﹤0.01% 1440

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Flagship Harbor Advisors's WAFD Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of WaFd (WAFD) in Q3 2020, closing a stake of 199 shares — an estimated $5K sold.

Flagship Harbor Advisors first reported a position in WAFD in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 201 funds tracked by Wall St. Rank hold WAFD as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining WaFd position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 199 WaFd shares in Q3 2020, an estimated $5K.
  • Flagship Harbor Advisors first reported a position in WaFd in Q2 2018 and held it in 3 quarters.
  • Flagship Harbor Advisors's WaFd position peaked at $9K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held WaFd as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.