Linden Thomas Advisory Services’s WaFd WAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-39,114
Closed -$1.18M 399
2023
Q1
$1.18M Buy
39,114
+2,468
+7% +$83.5K 0.29% 144
2022
Q4
$1.23M Buy
+36,646
New +$1.28M 0.35% 115

Other funds holding WAFD

Linden Thomas Advisory Services's WAFD Position: Q2 2023 in Review

Linden Thomas Advisory Services sold out of WaFd (WAFD) in Q2 2023, closing a stake of 39,114 shares — an estimated $1.18M sold.

Linden Thomas Advisory Services first reported a position in WAFD in Q4 2022 and held it in 2 quarters. The position peaked at $1.23M in Q4 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Linden Thomas Advisory Services reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Linden Thomas Advisory Services sold 39,114 WaFd shares in Q2 2023, an estimated $1.18M.
  • Linden Thomas Advisory Services first reported a position in WaFd in Q4 2022 and held it in 2 quarters.
  • Linden Thomas Advisory Services's WaFd position peaked at $1.23M in Q4 2022.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2023, filed 27 Jul 2023.