FCH
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Freestone Capital Holdings’s WaFd WAFD Stock Holding History

Freestone Capital Holdings’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
-21,465
Closed -$553K – 1127
2020
Q4 		$553K Buy
21,465
+19,862
+1,239% +$472K 0.03% 241
2020
Q3 		$33.4K Buy
+1,603
New +$37.8K ﹤0.01% 555

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
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

Freestone Capital Holdings's WAFD Position: Q1 2021 in Review

Freestone Capital Holdings sold out of WaFd (WAFD) in Q1 2021, closing a stake of 21,465 shares — an estimated $553K sold.

Freestone Capital Holdings first reported a position in WAFD in Q3 2020 and held it in 2 quarters. The position peaked at $553K in Q4 2020. 219 funds tracked by Wall St. Rank hold WAFD as of Q1 2021.

  • Freestone Capital Holdings reported no remaining WaFd position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 21,465 WaFd shares in Q1 2021, an estimated $553K.
  • Freestone Capital Holdings first reported a position in WaFd in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's WaFd position peaked at $553K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held WaFd as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.