MWM
WAFD icon

Mission Wealth Management’s WaFd WAFD Stock Holding History

Mission 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
2024
Q2 		– Sell
-21,029
Closed -$610K – 737
2024
Q1 		$610K Hold
21,029
– – 0.02% 387
2023
Q4 		$693K Hold
21,029
– – 0.02% 300
2023
Q3 		$539K Hold
21,029
– – 0.02% 326
2023
Q2 		$558K Hold
21,029
– – 0.02% 322
2023
Q1 		$633K Hold
21,029
– – 0.03% 296
2022
Q4 		$706K Hold
21,029
– – 0.03% 263
2022
Q3 		$630K Hold
21,029
– – 0.03% 260
2022
Q2 		$631K Hold
21,029
– – 0.03% 267
2022
Q1 		$690K Hold
21,029
– – 0.03% 263
2021
Q4 		$702K Hold
21,029
– – 0.03% 244
2021
Q3 		$722K Buy
+21,029
New +$684K 0.04% 229

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mission Wealth Management's WAFD Position: Q2 2024 in Review

Mission Wealth Management sold out of WaFd (WAFD) in Q2 2024, closing a stake of 21,029 shares — an estimated $610K sold.

Mission Wealth Management first reported a position in WAFD in Q3 2021 and held it in 11 quarters. The position peaked at $722K in Q3 2021. 230 funds tracked by Wall St. Rank hold WAFD as of Q2 2024.

  • Mission Wealth Management reported no remaining WaFd position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 21,029 WaFd shares in Q2 2024, an estimated $610K.
  • Mission Wealth Management first reported a position in WaFd in Q3 2021 and held it in 11 quarters.
  • Mission Wealth Management's WaFd position peaked at $722K in Q3 2021.
  • 230 funds tracked by Wall St. Rank held WaFd as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.