FORA Capital’s WaFd WAFD Stock Holding History

FORA Capital’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 Q4	–	Sell	-9,005	Closed	-$314K	–	614
2024 Q3	$314K	Buy	+9,005	New	+$306K	0.04%	354
2021 Q2	–	Sell	-669	Closed	-$21K	–	1172
2021 Q1	$21K	Buy	+669	New	+$20K	0.01%	674

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

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

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

FORA Capital's WAFD Position: Q4 2024 in Review

FORA Capital sold out of WaFd (WAFD) in Q4 2024, closing a stake of 9,005 shares — an estimated $314K sold.

FORA Capital first reported a position in WAFD in Q1 2021 and held it in 2 quarters. The position peaked at $314K in Q3 2024. 249 funds tracked by Wall St. Rank hold WAFD as of Q4 2024.

FORA Capital reported no remaining WaFd position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 9,005 WaFd shares in Q4 2024, an estimated $314K.
FORA Capital first reported a position in WaFd in Q1 2021 and held it in 2 quarters.
FORA Capital's WaFd position peaked at $314K in Q3 2024.
249 funds tracked by Wall St. Rank held WaFd as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.