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Moran Wealth Management’s WaFd WAFD Stock Holding History

Moran 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
2023
Q3 		– Sell
-277,225
Closed -$7.35M – 432
2023
Q2 		$7.35M Sell
277,225
-1,123
-0.4% -$31.1K 0.28% 127
2023
Q1 		$8.38M Sell
278,348
-37,160
-12% -$1.26M 0.32% 113
2022
Q4 		$10.6M Buy
+315,508
New +$11M 0.4% 82

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Moran Wealth Management's WAFD Position: Q3 2023 in Review

Moran Wealth Management sold out of WaFd (WAFD) in Q3 2023, closing a stake of 277,225 shares — an estimated $7.35M sold.

Moran Wealth Management first reported a position in WAFD in Q4 2022 and held it in 3 quarters. The position peaked at $10.6M in Q4 2022. 214 funds tracked by Wall St. Rank hold WAFD as of Q3 2023.

  • Moran Wealth Management reported no remaining WaFd position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 277,225 WaFd shares in Q3 2023, an estimated $7.35M.
  • Moran Wealth Management first reported a position in WaFd in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's WaFd position peaked at $10.6M in Q4 2022.
  • 214 funds tracked by Wall St. Rank held WaFd as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.