Kowal Investment Group’s WaFd WAFD Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-113	Closed	-$4K	–	934
2021 Q3	$4K	Buy	+113	New	+$3.68K	﹤0.01%	715

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

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

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

FCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SFM

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

Kowal Investment Group's WAFD Position: Q4 2021 in Review

Kowal Investment Group sold out of WaFd (WAFD) in Q4 2021, closing a stake of 113 shares — an estimated $4K sold.

Kowal Investment Group first reported a position in WAFD in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 241 funds tracked by Wall St. Rank hold WAFD as of Q4 2021.

Kowal Investment Group reported no remaining WaFd position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 113 WaFd shares in Q4 2021, an estimated $4K.
Kowal Investment Group first reported a position in WaFd in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's WaFd position peaked at $4K in Q3 2021.
241 funds tracked by Wall St. Rank held WaFd as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.