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Neo Ivy Capital Management’s WaFd WAFD Stock Holding History

Neo Ivy Capital 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
2021
Q2 		– Sell
-11,351
Closed -$350K – 627
2021
Q1 		$350K Buy
+11,351
New +$339K 0.38% 85
2020
Q2 		– Sell
-1,320
Closed -$34K – 617
2020
Q1 		$34K Buy
+1,320
New +$42.2K 0.06% 343

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neo Ivy Capital Management's WAFD Position: Q2 2021 in Review

Neo Ivy Capital Management sold out of WaFd (WAFD) in Q2 2021, closing a stake of 11,351 shares — an estimated $350K sold.

Neo Ivy Capital Management first reported a position in WAFD in Q1 2020 and held it in 2 quarters. The position peaked at $350K in Q1 2021. 210 funds tracked by Wall St. Rank hold WAFD as of Q2 2021.

  • Neo Ivy Capital Management reported no remaining WaFd position as of Q2 2021 after selling out during the quarter.
  • Neo Ivy Capital Management sold 11,351 WaFd shares in Q2 2021, an estimated $350K.
  • Neo Ivy Capital Management first reported a position in WaFd in Q1 2020 and held it in 2 quarters.
  • Neo Ivy Capital Management's WaFd position peaked at $350K in Q1 2021.
  • 210 funds tracked by Wall St. Rank held WaFd as of Q2 2021.

Based on Neo Ivy Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.