Investors Asset Management of Georgia’s WaFd WAFD Stock Holding History

Investors Asset Management of Georgia’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
2023 Q2	–	Sell	-7,885	Closed	-$237K	–	170
2023 Q1	$237K	Buy	7,885 +10	+0.1%	+$338	0.13%	145
2022 Q4	$264K	Buy	7,875 +9	+0.1%	+$315	0.14%	143
2022 Q3	$236K	Buy	7,866 +2,409	+44%	+$78.1K	0.12%	153
2022 Q2	$164K	Sell	5,457 -693	-11%	-$21.8K	0.09%	164
2022 Q1	$202K	Buy	+6,150	New	+$216K	0.1%	163

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Investors Asset Management of Georgia's WAFD Position: Q2 2023 in Review

Investors Asset Management of Georgia sold out of WaFd (WAFD) in Q2 2023, closing a stake of 7,885 shares — an estimated $237K sold.

Investors Asset Management of Georgia first reported a position in WAFD in Q1 2022 and held it in 5 quarters. The position peaked at $264K in Q4 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

Investors Asset Management of Georgia reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
Investors Asset Management of Georgia sold 7,885 WaFd shares in Q2 2023, an estimated $237K.
Investors Asset Management of Georgia first reported a position in WaFd in Q1 2022 and held it in 5 quarters.
Investors Asset Management of Georgia's WaFd position peaked at $264K in Q4 2022.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2023, filed 4 Aug 2023.