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Liberty Wealth Management’s WaFd WAFD Stock Holding History

Liberty Wealth Management’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
-220
Closed -$8K – 1095
2021
Q3 		$8K Hold
220
– – ﹤0.01% 880
2021
Q2 		$7K Hold
220
– – ﹤0.01% 741
2021
Q1 		$5K Hold
220
– – ﹤0.01% 713
2020
Q4 		$5K Buy
+220
New +$5.23K ﹤0.01% 709

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Liberty Wealth Management's WAFD Position: Q4 2021 in Review

Liberty Wealth Management sold out of WaFd (WAFD) in Q4 2021, closing a stake of 220 shares — an estimated $8K sold.

Liberty Wealth Management first reported a position in WAFD in Q4 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 241 funds tracked by Wall St. Rank hold WAFD as of Q4 2021.

  • Liberty Wealth Management reported no remaining WaFd position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 220 WaFd shares in Q4 2021, an estimated $8K.
  • Liberty Wealth Management first reported a position in WaFd in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's WaFd position peaked at $8K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held WaFd as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.