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WAFD icon

NewEdge Advisors’s WaFd WAFD Stock Holding History

NewEdge Advisors’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
-245
Closed -$7.1K – 4019
2024
Q1 		$7.1K Sell
245
-246
-50% -$7.09K ﹤0.01% 3014
2023
Q4 		$16.2K Buy
+491
New +$13.6K ﹤0.01% 2658
2023
Q1 		– Sell
-78
Closed -$2.62K – 4164
2022
Q4 		$2.62K Buy
+78
New +$2.73K ﹤0.01% 2773

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors's WAFD Position: Q2 2024 in Review

NewEdge Advisors sold out of WaFd (WAFD) in Q2 2024, closing a stake of 245 shares — an estimated $7.1K sold.

NewEdge Advisors first reported a position in WAFD in Q4 2022 and held it in 3 quarters. The position peaked at $16.2K in Q4 2023. 230 funds tracked by Wall St. Rank hold WAFD as of Q2 2024.

  • NewEdge Advisors reported no remaining WaFd position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 245 WaFd shares in Q2 2024, an estimated $7.1K.
  • NewEdge Advisors first reported a position in WaFd in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's WaFd position peaked at $16.2K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held WaFd as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.