Janney Montgomery Scott
WAFD icon

Janney Montgomery Scott’s WaFd WAFD Stock Holding History

Janney Montgomery Scott’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
-9,866
Closed -$297K – 2746
2023
Q1 		$297K Sell
9,866
-2,041
-17% -$69K ﹤0.01% 2060
2022
Q4 		$399K Sell
11,907
-108
-0.9% -$3.78K ﹤0.01% 1921
2022
Q3 		$360K Sell
12,015
-4
-0% -$130 ﹤0.01% 1894
2022
Q2 		$361K Sell
12,019
-676
-5% -$21.2K ﹤0.01% 1805
2022
Q1 		$417K Sell
12,695
-1,384
-10% -$48.5K ﹤0.01% 1730
2021
Q4 		$470K Sell
14,079
-12
-0.1% -$414 ﹤0.01% 1760
2021
Q3 		$483K Sell
14,091
-2,165
-13% -$70.5K ﹤0.01% 1680
2021
Q2 		$517K Buy
16,256
+413
+3% +$13.5K ﹤0.01% 1613
2021
Q1 		$488K Sell
15,843
-4,639
-23% -$139K ﹤0.01% 1575
2020
Q4 		$527K Sell
20,482
-5,077
-20% -$121K ﹤0.01% 1542
2020
Q3 		$533K Sell
25,559
-1,684
-6% -$39.7K ﹤0.01% 1390
2020
Q2 		$731K Sell
27,243
-2,406
-8% -$62K ﹤0.01% 1197
2020
Q1 		$770K Sell
29,649
-3,116
-10% -$99.6K 0.01% 1041
2019
Q4 		$1.2M Sell
32,765
-603
-2% -$22.1K 0.01% 991
2019
Q3 		$1.23M Sell
33,368
-1,386
-4% -$49.5K 0.01% 946
2019
Q2 		$1.21M Buy
34,754
+519
+2% +$16.8K 0.01% 953
2019
Q1 		$989K Buy
34,235
+1,455
+4% +$42.8K 0.01% 1034
2018
Q4 		$876K Buy
32,780
+4,986
+18% +$140K 0.01% 999
2018
Q3 		$889K Buy
27,794
+1,537
+6% +$51.7K 0.01% 1103
2018
Q2 		$859K Sell
26,257
-12,784
-33% -$420K 0.01% 1065
2018
Q1 		$1.35M Buy
39,041
+5,171
+15% +$184K 0.01% 832
2017
Q4 		$1.16M Buy
+33,870
New +$1.16M 0.01% 884

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

Janney Montgomery Scott's WAFD Position: Q2 2023 in Review

Janney Montgomery Scott sold out of WaFd (WAFD) in Q2 2023, closing a stake of 9,866 shares — an estimated $297K sold.

Janney Montgomery Scott first reported a position in WAFD in Q4 2017 and held it in 22 quarters. The position peaked at $1.35M in Q1 2018. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Janney Montgomery Scott reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,866 WaFd shares in Q2 2023, an estimated $297K.
  • Janney Montgomery Scott first reported a position in WaFd in Q4 2017 and held it in 22 quarters.
  • Janney Montgomery Scott's WaFd position peaked at $1.35M in Q1 2018.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.