New Mexico Educational Retirement Board’s WaFd WAFD Stock Holding History

New Mexico Educational Retirement Board’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 Q1	–	Sell	-10,300	Closed	-$346K	–	919
2022 Q4	$346K	Hold	10,300	–	–	0.02%	855
2022 Q3	$309K	Hold	10,300	–	–	0.02%	859
2022 Q2	$309K	Sell	10,300 -5,100	-33%	-$160K	0.01%	868
2022 Q1	$505K	Hold	15,400	–	–	0.02%	857
2021 Q4	$514K	Hold	15,400	–	–	0.02%	862
2021 Q3	$528K	Hold	15,400	–	–	0.02%	857
2021 Q2	$489K	Buy	15,400 +2,100	+16%	+$68.5K	0.02%	867
2021 Q1	$410K	Hold	13,300	–	–	0.02%	867
2020 Q4	$342K	Sell	13,300 -2,200	-14%	-$52.3K	0.01%	863
2020 Q3	$323K	Sell	15,500 -3,200	-17%	-$75.4K	0.02%	837
2020 Q2	$502K	Hold	18,700	–	–	0.02%	748
2020 Q1	$485K	Buy	18,700 +4,700	+34%	+$150K	0.03%	658
2019 Q4	$513K	Hold	14,000	–	–	0.02%	768
2019 Q3	$518K	Hold	14,000	–	–	0.02%	738
2019 Q2	$489K	Sell	14,000 -2,900	-17%	-$93.8K	0.02%	768
2019 Q1	$488K	Hold	16,900	–	–	0.02%	798
2018 Q4	$451K	Sell	16,900 -2,900	-15%	-$81.4K	0.02%	790
2018 Q3	$634K	Hold	19,800	–	–	0.02%	790
2018 Q2	$647K	Sell	19,800 -4,200	-18%	-$138K	0.03%	790
2018 Q1	$830K	Buy	24,000 +2,000	+9%	+$71K	0.03%	719
2017 Q4	$754K	Buy	+22,000	New	+$755K	0.03%	731

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

New Mexico Educational Retirement Board's WAFD Position: Q1 2023 in Review

New Mexico Educational Retirement Board sold out of WaFd (WAFD) in Q1 2023, closing a stake of 10,300 shares — an estimated $346K sold.

New Mexico Educational Retirement Board first reported a position in WAFD in Q4 2017 and held it in 21 quarters. The position peaked at $830K in Q1 2018. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

New Mexico Educational Retirement Board reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
New Mexico Educational Retirement Board sold 10,300 WaFd shares in Q1 2023, an estimated $346K.
New Mexico Educational Retirement Board first reported a position in WaFd in Q4 2017 and held it in 21 quarters.
New Mexico Educational Retirement Board's WaFd position peaked at $830K in Q1 2018.
245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on New Mexico Educational Retirement Board's 13F filing for Q1 2023, filed 3 May 2023.