JA
WAFD icon

JOYN Advisors’s WaFd WAFD Stock Holding History

JOYN 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
2019
Q1 		– Sell
-2,898
Closed -$77K – 1392
2018
Q4 		$77K Buy
2,898
+101
+4% +$2.84K 0.02% 239
2018
Q3 		$90K Buy
2,797
+9
+0.3% +$303 0.02% 237
2018
Q2 		$91K Sell
2,788
-3,660
-57% -$120K 0.02% 239
2018
Q1 		$223K Sell
6,448
-1,266
-16% -$45K 0.05% 120
2017
Q4 		$264K Buy
+7,714
New +$265K 0.06% 136

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's WAFD Position: Q1 2019 in Review

JOYN Advisors sold out of WaFd (WAFD) in Q1 2019, closing a stake of 2,898 shares — an estimated $77K sold.

JOYN Advisors first reported a position in WAFD in Q4 2017 and held it in 5 quarters. The position peaked at $264K in Q4 2017. 225 funds tracked by Wall St. Rank hold WAFD as of Q1 2019.

  • JOYN Advisors reported no remaining WaFd position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 2,898 WaFd shares in Q1 2019, an estimated $77K.
  • JOYN Advisors first reported a position in WaFd in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's WaFd position peaked at $264K in Q4 2017.
  • 225 funds tracked by Wall St. Rank held WaFd as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.