J.W. Coons Advisors’s WaFd WAFD Stock Holding History

J.W. Coons Advisors’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 Q3	–	Sell	-9,074	Closed	-$247K	–	204
2020 Q2	$247K	Buy	9,074 +653	+8%	+$16.8K	0.11%	168
2020 Q1	$219K	Buy	+8,421	New	+$269K	0.12%	171

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

J.W. Coons Advisors's WAFD Position: Q3 2020 in Review

J.W. Coons Advisors sold out of WaFd (WAFD) in Q3 2020, closing a stake of 9,074 shares — an estimated $247K sold.

J.W. Coons Advisors first reported a position in WAFD in Q1 2020 and held it in 2 quarters. The position peaked at $247K in Q2 2020. 201 funds tracked by Wall St. Rank hold WAFD as of Q3 2020.

J.W. Coons Advisors reported no remaining WaFd position as of Q3 2020 after selling out during the quarter.
J.W. Coons Advisors sold 9,074 WaFd shares in Q3 2020, an estimated $247K.
J.W. Coons Advisors first reported a position in WaFd in Q1 2020 and held it in 2 quarters.
J.W. Coons Advisors's WaFd position peaked at $247K in Q2 2020.
201 funds tracked by Wall St. Rank held WaFd as of Q3 2020.

Based on J.W. Coons Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.