LGT Financial Advisors’s WaFd WAFD Stock Holding History

LGT Financial 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 Q4	–	Sell	-326	Closed	-$8.35K	–	993
2023 Q3	$8.35K	Buy	+326	New	+$9.11K	0.01%	514

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SFM

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

LGT Financial Advisors's WAFD Position: Q4 2023 in Review

LGT Financial Advisors sold out of WaFd (WAFD) in Q4 2023, closing a stake of 326 shares — an estimated $8.35K sold.

LGT Financial Advisors first reported a position in WAFD in Q3 2023 and held it in 1 quarter. The position peaked at $8.35K in Q3 2023. 213 funds tracked by Wall St. Rank hold WAFD as of Q4 2023.

LGT Financial Advisors reported no remaining WaFd position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 326 WaFd shares in Q4 2023, an estimated $8.35K.
LGT Financial Advisors first reported a position in WaFd in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's WaFd position peaked at $8.35K in Q3 2023.
213 funds tracked by Wall St. Rank held WaFd as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.