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Glassman Wealth Services’s WaFd WAFD Stock Holding History

Glassman Wealth Services’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
2022
Q2 		– Sell
-13
Closed – – 2035
2022
Q1 		$0 Hold
13
– – ﹤0.01% 1979
2021
Q4 		$0 Hold
13
– – ﹤0.01% 1952
2021
Q3 		$0 Hold
13
– – ﹤0.01% 1837
2021
Q2 		$0 Hold
13
– – ﹤0.01% 1676
2021
Q1 		$0 Buy
+13
New +$389 ﹤0.01% 1656
2020
Q1 		– Sell
-11
Closed – – 1602
2019
Q4 		$0 Buy
11
+9
+450% +$330 ﹤0.01% 1508
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1392
2019
Q2 		$0 Buy
+2
New +$65 ﹤0.01% 1388

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Glassman Wealth Services's WAFD Position: Q2 2022 in Review

Glassman Wealth Services sold out of WaFd (WAFD) in Q2 2022, closing a stake of 13 shares.

Glassman Wealth Services first reported a position in WAFD in Q2 2019 and held it in 8 quarters. The position peaked at $0 in Q1 2022. 234 funds tracked by Wall St. Rank hold WAFD as of Q2 2022.

  • Glassman Wealth Services reported no remaining WaFd position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 13 WaFd shares in Q2 2022.
  • Glassman Wealth Services first reported a position in WaFd in Q2 2019 and held it in 8 quarters.
  • Glassman Wealth Services's WaFd position peaked at $0 in Q1 2022.
  • 234 funds tracked by Wall St. Rank held WaFd as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.