Gemmer Asset Management’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-136
| Closed | -$4K | – | 1129 |
|
|
2022
Q1 | $4K | Hold |
136
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q4 | $5K | Hold |
136
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q3 | $5K | Hold |
136
| – | – | ﹤0.01% | 989 |
|
|
2021
Q2 | $4K | Hold |
136
| – | – | ﹤0.01% | 1229 |
|
|
2021
Q1 | $4K | Hold |
136
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q4 | $4K | Buy |
136
+14
| +11% | +$333 | ﹤0.01% | 1131 |
|
|
2020
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 1122 |
|
|
2020
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q1 | $3K | Hold |
122
| – | – | ﹤0.01% | 993 |
|
|
2019
Q4 | $4K | Hold |
122
| – | – | ﹤0.01% | 1075 |
|
|
2019
Q3 | $5K | Hold |
122
| – | – | ﹤0.01% | 992 |
|
|
2019
Q2 | $4K | Hold |
122
| – | – | ﹤0.01% | 1058 |
|
|
2019
Q1 | $4K | Hold |
122
| – | – | ﹤0.01% | 1112 |
|
|
2018
Q4 | $3K | Hold |
122
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q3 | $4K | Hold |
122
| – | – | ﹤0.01% | 1113 |
|
|
2018
Q2 | $4K | Hold |
122
| – | – | ﹤0.01% | 1132 |
|
|
2018
Q1 | $4K | Hold |
122
| – | – | ﹤0.01% | 1109 |
|
|
2017
Q4 | $4K | Hold |
122
| – | – | ﹤0.01% | 1077 |
|
|
2017
Q3 | $4K | Sell |
122
-32
| -21% | -$1.04K | ﹤0.01% | 1058 |
|
|
2017
Q2 | $5K | Buy |
154
+32
| +26% | +$1.06K | ﹤0.01% | 949 |
|
|
2017
Q1 | $4K | Hold |
122
| – | – | ﹤0.01% | 1013 |
|
|
2016
Q4 | $4K | Hold |
122
| – | – | ﹤0.01% | 1013 |
|
|
2016
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 1114 |
|
|
2016
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 1091 |
|
|
2016
Q1 | $2K | Hold |
122
| – | – | ﹤0.01% | 1125 |
|
|
2015
Q4 | $3K | Hold |
122
| – | – | ﹤0.01% | 1031 |
|
|
2015
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 1017 |
|
|
2015
Q2 | $3K | Sell |
122
-55
| -31% | -$1.23K | ﹤0.01% | 1048 |
|
|
2015
Q1 | $4K | Hold |
177
| – | – | ﹤0.01% | 993 |
|
|
2014
Q4 | $4K | Hold |
177
| – | – | ﹤0.01% | 970 |
|
|
2014
Q3 | $4K | Hold |
177
| – | – | ﹤0.01% | 981 |
|
|
2014
Q2 | $4K | Hold |
177
| – | – | ﹤0.01% | 1010 |
|
|
2014
Q1 | $4K | Buy |
+177
| New | +$4.02K | ﹤0.01% | 990 |
|
Other funds holding WAFD
SFM
FCM
Gemmer Asset Management's WAFD Position: Q2 2022 in Review
Gemmer Asset Management sold out of WaFd (WAFD) in Q2 2022, closing a stake of 136 shares — an estimated $4K sold.
Gemmer Asset Management first reported a position in WAFD in Q1 2014 and held it in 33 quarters. The position peaked at $5K in Q4 2021. 234 funds tracked by Wall St. Rank hold WAFD as of Q2 2022.
- Gemmer Asset Management reported no remaining WaFd position as of Q2 2022 after selling out during the quarter.
- Gemmer Asset Management sold 136 WaFd shares in Q2 2022, an estimated $4K.
- Gemmer Asset Management first reported a position in WaFd in Q1 2014 and held it in 33 quarters.
- Gemmer Asset Management's WaFd position peaked at $5K in Q4 2021.
- 234 funds tracked by Wall St. Rank held WaFd as of Q2 2022.
Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.