FourThought Financial’s WaFd WAFD Stock Holding History

FourThought Financial’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
2021 Q1	–	Sell	-5,193	Closed	-$133K	–	1571
2020 Q4	$133K	Buy	+5,193	New	+$124K	0.02%	415

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

FourThought Financial's WAFD Position: Q1 2021 in Review

FourThought Financial sold out of WaFd (WAFD) in Q1 2021, closing a stake of 5,193 shares — an estimated $133K sold.

FourThought Financial first reported a position in WAFD in Q4 2020 and held it in 1 quarter. The position peaked at $133K in Q4 2020. 219 funds tracked by Wall St. Rank hold WAFD as of Q1 2021.

FourThought Financial reported no remaining WaFd position as of Q1 2021 after selling out during the quarter.
FourThought Financial sold 5,193 WaFd shares in Q1 2021, an estimated $133K.
FourThought Financial first reported a position in WaFd in Q4 2020 and held it in 1 quarter.
FourThought Financial's WaFd position peaked at $133K in Q4 2020.
219 funds tracked by Wall St. Rank held WaFd as of Q1 2021.

Based on FourThought Financial's 13F filing for Q1 2021, filed 12 Nov 2021.