Madison Wealth Management’s WaFd WAFD Stock Holding History

Madison 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
2023 Q1	–	Sell	-6,375	Closed	-$214K	–	162
2022 Q4	$214K	Buy	+6,375	New	+$223K	0.05%	151
2022 Q2	–	Sell	-6,375	Closed	-$209K	–	165
2022 Q1	$209K	Hold	6,375	–	–	0.04%	148
2021 Q4	$213K	Hold	6,375	–	–	0.04%	147
2021 Q3	$219K	Hold	6,375	–	–	0.05%	144
2021 Q2	$203K	Buy	+6,375	New	+$208K	0.04%	142
2020 Q1	–	Sell	-6,375	Closed	-$234K	–	147
2019 Q4	$234K	Buy	+6,375	New	+$234K	0.07%	134

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

SFM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Madison Wealth Management's WAFD Position: Q1 2023 in Review

Madison Wealth Management sold out of WaFd (WAFD) in Q1 2023, closing a stake of 6,375 shares — an estimated $214K sold.

Madison Wealth Management first reported a position in WAFD in Q4 2019 and held it in 6 quarters. The position peaked at $234K in Q4 2019. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

Madison Wealth Management reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
Madison Wealth Management sold 6,375 WaFd shares in Q1 2023, an estimated $214K.
Madison Wealth Management first reported a position in WaFd in Q4 2019 and held it in 6 quarters.
Madison Wealth Management's WaFd position peaked at $234K in Q4 2019.
245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on Madison Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.