Lindbrook Capital’s WaFd WAFD Stock Holding History

Lindbrook Capital’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 Q2	–	Sell	-30	Closed	-$904	–	2860
2023 Q1	$904	Sell	30 -141	-82%	-$4.77K	﹤0.01%	2475
2022 Q4	$5.74K	Buy	171 +149	+677%	+$5.21K	﹤0.01%	1743
2022 Q3	$1K	Sell	22 -411	-95%	-$13.3K	﹤0.01%	2525
2022 Q2	$13K	Sell	433 -285	-40%	-$8.95K	﹤0.01%	1160
2022 Q1	$24K	Buy	+718	New	+$25.2K	﹤0.01%	940
2021 Q4	–	Sell	-9	Closed	–	–	2216
2021 Q3	$0	Buy	+9	New	+$293	﹤0.01%	2017
2020 Q1	–	Sell	-89	Closed	-$3K	–	1876
2019 Q4	$3K	Hold	89	–	–	﹤0.01%	1242
2019 Q3	$3K	Hold	89	–	–	﹤0.01%	1217
2019 Q2	$3K	Hold	89	–	–	﹤0.01%	1177
2019 Q1	$2K	Hold	89	–	–	﹤0.01%	1257
2018 Q4	$2K	Buy	+89	New	+$2.5K	﹤0.01%	1206

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

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

Lindbrook Capital's WAFD Position: Q2 2023 in Review

Lindbrook Capital sold out of WaFd (WAFD) in Q2 2023, closing a stake of 30 shares — an estimated $904 sold.

Lindbrook Capital first reported a position in WAFD in Q4 2018 and held it in 11 quarters. The position peaked at $24K in Q1 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

Lindbrook Capital reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
Lindbrook Capital sold 30 WaFd shares in Q2 2023, an estimated $904.
Lindbrook Capital first reported a position in WaFd in Q4 2018 and held it in 11 quarters.
Lindbrook Capital's WaFd position peaked at $24K in Q1 2022.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.