New York Life Investment Management’s WaFd WAFD Stock Holding History

New York Life Investment 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	-12,995	Closed	-$377K	–	1324
2024 Q1	$377K	Buy	12,995 +1,441	+12%	+$41.5K	﹤0.01%	868
2023 Q4	$381K	Sell	11,554 -267	-2%	-$7.38K	﹤0.01%	1038
2023 Q3	$303K	Sell	11,821 -1,862	-14%	-$52.1K	﹤0.01%	1144
2023 Q2	$363K	Sell	13,683 -1,908	-12%	-$52.8K	﹤0.01%	1131
2023 Q1	$470K	Sell	15,591 -1,694	-10%	-$57.3K	0.01%	1083
2022 Q4	$580K	Buy	17,285 +1,950	+13%	+$68.2K	0.01%	795
2022 Q3	$460K	Buy	15,335 +1,126	+8%	+$36.5K	0.01%	813
2022 Q2	$427K	Buy	+14,209	New	+$446K	0.01%	872

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

New York Life Investment Management's WAFD Position: Q2 2024 in Review

New York Life Investment Management sold out of WaFd (WAFD) in Q2 2024, closing a stake of 12,995 shares — an estimated $377K sold.

New York Life Investment Management first reported a position in WAFD in Q2 2022 and held it in 8 quarters. The position peaked at $580K in Q4 2022. 230 funds tracked by Wall St. Rank hold WAFD as of Q2 2024.

New York Life Investment Management reported no remaining WaFd position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 12,995 WaFd shares in Q2 2024, an estimated $377K.
New York Life Investment Management first reported a position in WaFd in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's WaFd position peaked at $580K in Q4 2022.
230 funds tracked by Wall St. Rank held WaFd as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.