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Jackson Creek Investment Advisors’s WaFd WAFD Stock Holding History

Jackson Creek Investment 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
2023
Q2 		– Sell
-26,963
Closed -$812K – 369
2023
Q1 		$812K Sell
26,963
-13
-0% -$440 0.34% 157
2022
Q4 		$905K Sell
26,976
-1,052
-4% -$36.8K 0.4% 92
2022
Q3 		$840K Sell
28,028
-1,829
-6% -$59.3K 0.39% 110
2022
Q2 		$1.02M Sell
29,857
-2,444
-8% -$76.7K 0.41% 91
2022
Q1 		$1.06M Buy
32,301
+2,032
+7% +$71.2K 0.39% 123
2021
Q4 		$1.01M Buy
+30,269
New +$1.04M 0.36% 147

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jackson Creek Investment Advisors's WAFD Position: Q2 2023 in Review

Jackson Creek Investment Advisors sold out of WaFd (WAFD) in Q2 2023, closing a stake of 26,963 shares — an estimated $812K sold.

Jackson Creek Investment Advisors first reported a position in WAFD in Q4 2021 and held it in 6 quarters. The position peaked at $1.06M in Q1 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Jackson Creek Investment Advisors reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 26,963 WaFd shares in Q2 2023, an estimated $812K.
  • Jackson Creek Investment Advisors first reported a position in WaFd in Q4 2021 and held it in 6 quarters.
  • Jackson Creek Investment Advisors's WaFd position peaked at $1.06M in Q1 2022.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.