Innealta Capital’s WaFd WAFD Stock Holding History

Innealta Capital’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 Q3	–	Sell	-675	Closed	-$19.3K	–	1670
2024 Q2	$19.3K	Buy	+675	New	+$18.7K	0.01%	665

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Innealta Capital's WAFD Position: Q3 2024 in Review

Innealta Capital sold out of WaFd (WAFD) in Q3 2024, closing a stake of 675 shares — an estimated $19.3K sold.

Innealta Capital first reported a position in WAFD in Q2 2024 and held it in 1 quarter. The position peaked at $19.3K in Q2 2024. 247 funds tracked by Wall St. Rank hold WAFD as of Q3 2024.

Innealta Capital reported no remaining WaFd position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 675 WaFd shares in Q3 2024, an estimated $19.3K.
Innealta Capital first reported a position in WaFd in Q2 2024 and held it in 1 quarter.
Innealta Capital's WaFd position peaked at $19.3K in Q2 2024.
247 funds tracked by Wall St. Rank held WaFd as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.