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Mesirow Financial Investment Management - Fixed Income’s WaFd WAFD Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2022
Q3 		– Sell
-314,826
Closed -$9.45M – 101
2022
Q2 		$9.45M Sell
314,826
-101,399
-24% -$3.18M 1.21% 26
2022
Q1 		$13.7M Sell
416,225
-13,535
-3% -$474K 1.51% 12
2021
Q4 		$14.3M Sell
429,760
-6,585
-2% -$227K 1.58% 3
2021
Q3 		$15M Buy
+436,345
New +$14.2M 1.73% 5

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's WAFD Position: Q3 2022 in Review

Mesirow Financial Investment Management - Fixed Income sold out of WaFd (WAFD) in Q3 2022, closing a stake of 314,826 shares — an estimated $9.45M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in WAFD in Q3 2021 and held it in 4 quarters. The position peaked at $15M in Q3 2021. 234 funds tracked by Wall St. Rank hold WAFD as of Q3 2022.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining WaFd position as of Q3 2022 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 314,826 WaFd shares in Q3 2022, an estimated $9.45M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in WaFd in Q3 2021 and held it in 4 quarters.
  • Mesirow Financial Investment Management - Fixed Income's WaFd position peaked at $15M in Q3 2021.
  • 234 funds tracked by Wall St. Rank held WaFd as of Q3 2022.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q3 2022, filed 8 Nov 2022.