Marshall Wace North America’s WaFd WAFD Stock Holding History

Marshall Wace North America’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
2021 Q3	$261K	Buy	+7,618	New	+$248K	﹤0.01%	1281
2020 Q4	–	Sell	-18,960	Closed	-$395K	–	1611
2020 Q3	$395K	Sell	18,960 -19,173	-50%	-$452K	﹤0.01%	1017
2020 Q2	$1.02M	Sell	38,133 -37,865	-50%	-$975K	0.01%	752
2020 Q1	$1.97M	Buy	75,998 +73,693	+3,197%	+$2.36M	0.01%	481
2019 Q4	$84K	Buy	+2,305	New	+$84.6K	﹤0.01%	1078
2019 Q1	–	Sell	-2,371	Closed	-$63K	–	1933
2018 Q4	$63K	Buy	+2,371	New	+$66.6K	﹤0.01%	1194
2018 Q3	–	Sell	-217,691	Closed	-$7.12M	–	1397
2018 Q2	$7.12M	Buy	217,691 +149,891	+221%	+$4.93M	0.04%	421
2018 Q1	$2.35M	Buy	67,800 +49,361	+268%	+$1.75M	0.01%	771
2017 Q4	$632K	Sell	18,439 -10,085	-35%	-$346K	﹤0.01%	1095
2017 Q3	$970K	Buy	+28,524	New	+$928K	0.01%	959

Other funds holding WAFD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Geode Capital Management

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

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

Norges Bank Oslo, Norway $935B AUM