Key Financial Inc’s WaFd WAFD Stock Holding History

Key Financial Inc’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 Q3	–	Sell	-147	Closed	-$3.9K	–	1400
2023 Q2	$3.9K	Buy	+147	New	+$4.07K	﹤0.01%	1022

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $1.61T AUM 30.72% 1-Year Est. Return

SFM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Key Financial Inc's WAFD Position: Q3 2023 in Review

Key Financial Inc sold out of WaFd (WAFD) in Q3 2023, closing a stake of 147 shares — an estimated $3.9K sold.

Key Financial Inc first reported a position in WAFD in Q2 2023 and held it in 1 quarter. The position peaked at $3.9K in Q2 2023. 214 funds tracked by Wall St. Rank hold WAFD as of Q3 2023.

Key Financial Inc reported no remaining WaFd position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 147 WaFd shares in Q3 2023, an estimated $3.9K.
Key Financial Inc first reported a position in WaFd in Q2 2023 and held it in 1 quarter.
Key Financial Inc's WaFd position peaked at $3.9K in Q2 2023.
214 funds tracked by Wall St. Rank held WaFd as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.