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Macroview Investment Management’s WaFd WAFD Stock Holding History

Macroview Investment 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
2023
Q2 		– Sell
-341
Closed -$10.3K – 564
2023
Q1 		$10.3K Buy
+341
New +$11.5K 0.02% 256

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macroview Investment Management's WAFD Position: Q2 2023 in Review

Macroview Investment Management sold out of WaFd (WAFD) in Q2 2023, closing a stake of 341 shares — an estimated $10.3K sold.

Macroview Investment Management first reported a position in WAFD in Q1 2023 and held it in 1 quarter. The position peaked at $10.3K in Q1 2023. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Macroview Investment Management reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Macroview Investment Management sold 341 WaFd shares in Q2 2023, an estimated $10.3K.
  • Macroview Investment Management first reported a position in WaFd in Q1 2023 and held it in 1 quarter.
  • Macroview Investment Management's WaFd position peaked at $10.3K in Q1 2023.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Macroview Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.