MQS Management’s WaFd WAFD Stock Holding History

MQS 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	-8,332	Closed	-$242K	–	676
2024 Q1	$242K	Buy	+8,332	New	+$240K	0.14%	326

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MQS Management's WAFD Position: Q2 2024 in Review

MQS Management sold out of WaFd (WAFD) in Q2 2024, closing a stake of 8,332 shares — an estimated $242K sold.

MQS Management first reported a position in WAFD in Q1 2024 and held it in 1 quarter. The position peaked at $242K in Q1 2024. 230 funds tracked by Wall St. Rank hold WAFD as of Q2 2024.

MQS Management reported no remaining WaFd position as of Q2 2024 after selling out during the quarter.
MQS Management sold 8,332 WaFd shares in Q2 2024, an estimated $242K.
MQS Management first reported a position in WaFd in Q1 2024 and held it in 1 quarter.
MQS Management's WaFd position peaked at $242K in Q1 2024.
230 funds tracked by Wall St. Rank held WaFd as of Q2 2024.

Based on MQS Management's 13F filing for Q2 2024, filed 12 Aug 2024.