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Harvest Group Wealth Management’s WaFd WAFD Stock Holding History

Harvest Group Wealth Management’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
2020
Q2 		– Sell
-44
Closed -$1K – 864
2020
Q1 		$1K Sell
44
-52
-54% -$1.66K ﹤0.01% 449
2019
Q4 		$3K Hold
96
– – ﹤0.01% 547
2019
Q3 		$4K Hold
96
– – ﹤0.01% 505
2019
Q2 		$3K Hold
96
– – ﹤0.01% 484
2019
Q1 		$3K Buy
+96
New +$2.82K ﹤0.01% 548

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harvest Group Wealth Management's WAFD Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of WaFd (WAFD) in Q2 2020, closing a stake of 44 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in WAFD in Q1 2019 and held it in 5 quarters. The position peaked at $4K in Q3 2019. 210 funds tracked by Wall St. Rank hold WAFD as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining WaFd position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 44 WaFd shares in Q2 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in WaFd in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's WaFd position peaked at $4K in Q3 2019.
  • 210 funds tracked by Wall St. Rank held WaFd as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.