MFA Wealth Advisors’s WaFd WAFD Stock Holding History

MFA Wealth Advisors’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
2024 Q4	–	Sell	-240	Closed	-$8.36K	–	387
2024 Q3	$8.36K	Hold	240	–	–	﹤0.01%	346
2024 Q2	$6.86K	Buy	+240	New	+$6.65K	﹤0.01%	365

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SFM

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

MFA Wealth Advisors's WAFD Position: Q4 2024 in Review

MFA Wealth Advisors sold out of WaFd (WAFD) in Q4 2024, closing a stake of 240 shares — an estimated $8.36K sold.

MFA Wealth Advisors first reported a position in WAFD in Q2 2024 and held it in 2 quarters. The position peaked at $8.36K in Q3 2024. 249 funds tracked by Wall St. Rank hold WAFD as of Q4 2024.

MFA Wealth Advisors reported no remaining WaFd position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 240 WaFd shares in Q4 2024, an estimated $8.36K.
MFA Wealth Advisors first reported a position in WaFd in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's WaFd position peaked at $8.36K in Q3 2024.
249 funds tracked by Wall St. Rank held WaFd as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.