MFG
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Magnus Financial Group’s WaFd WAFD Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-12,925
Closed -$347K – 636
2020
Q2 		$347K Hold
12,925
– – 0.04% 287
2020
Q1 		$336K Buy
12,925
+449
+4% +$14.3K 0.05% 237
2019
Q4 		$457K Hold
12,476
– – 0.07% 164
2019
Q3 		$461K Hold
12,476
– – 0.09% 129
2019
Q2 		$436K Hold
12,476
– – 0.08% 134
2019
Q1 		$360K Hold
12,476
– – 0.07% 177
2018
Q4 		$333K Buy
+12,476
New +$350K 0.09% 155

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Magnus Financial Group's WAFD Position: Q3 2020 in Review

Magnus Financial Group sold out of WaFd (WAFD) in Q3 2020, closing a stake of 12,925 shares — an estimated $347K sold.

Magnus Financial Group first reported a position in WAFD in Q4 2018 and held it in 7 quarters. The position peaked at $461K in Q3 2019. 201 funds tracked by Wall St. Rank hold WAFD as of Q3 2020.

  • Magnus Financial Group reported no remaining WaFd position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 12,925 WaFd shares in Q3 2020, an estimated $347K.
  • Magnus Financial Group first reported a position in WaFd in Q4 2018 and held it in 7 quarters.
  • Magnus Financial Group's WaFd position peaked at $461K in Q3 2019.
  • 201 funds tracked by Wall St. Rank held WaFd as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.