HGERS
WAFD icon

Householder Group Estate & Retirement Specialist’s WaFd WAFD Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-38
Closed -$1K – 1223
2024
Q3 		$1K Hold
38
– – ﹤0.01% 1132
2024
Q2 		$1K Buy
38
+1
+3% +$28 ﹤0.01% 1168
2024
Q1 		$1.1K Hold
37
– – ﹤0.01% 1109
2023
Q4 		$1K Hold
37
– – ﹤0.01% 1096
2023
Q3 		$954 Buy
+37
New +$1.03K ﹤0.01% 1146
2023
Q1 		$1K Buy
+37
New +$1.25K ﹤0.01% 1188
2022
Q4 		– Sell
-36
Closed -$1K – 1153
2022
Q3 		$1K Buy
+36
New +$1.17K ﹤0.01% 1060

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WAFD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WaFd (WAFD) in Q4 2024, closing a stake of 38 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in WAFD in Q3 2022 and held it in 7 quarters. The position peaked at $1.1K in Q1 2024. 249 funds tracked by Wall St. Rank hold WAFD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WaFd position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 38 WaFd shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in WaFd in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's WaFd position peaked at $1.1K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held WaFd as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.