II
WAFD icon

Inspire Investing’s WaFd WAFD Stock Holding History

Inspire Investing’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
Q4 		– Sell
-12,366
Closed -$258K – 683
2020
Q3 		$258K Buy
12,366
+3,004
+32% +$70.8K 0.07% 270
2020
Q2 		$251K Sell
9,362
-10
-0.1% -$258 0.09% 285
2020
Q1 		$243K Buy
+9,372
New +$300K 0.1% 294
2018
Q1 		– Sell
-1,694
Closed -$58K – 697
2017
Q4 		$58K Buy
+1,694
New +$58.2K 0.05% 421

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Inspire Investing's WAFD Position: Q4 2020 in Review

Inspire Investing sold out of WaFd (WAFD) in Q4 2020, closing a stake of 12,366 shares — an estimated $258K sold.

Inspire Investing first reported a position in WAFD in Q4 2017 and held it in 4 quarters. The position peaked at $258K in Q3 2020. 208 funds tracked by Wall St. Rank hold WAFD as of Q4 2020.

  • Inspire Investing reported no remaining WaFd position as of Q4 2020 after selling out during the quarter.
  • Inspire Investing sold 12,366 WaFd shares in Q4 2020, an estimated $258K.
  • Inspire Investing first reported a position in WaFd in Q4 2017 and held it in 4 quarters.
  • Inspire Investing's WaFd position peaked at $258K in Q3 2020.
  • 208 funds tracked by Wall St. Rank held WaFd as of Q4 2020.

Based on Inspire Investing's 13F filing for Q4 2020, filed 12 Feb 2021.