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Oberweis Asset Management’s WaFd WAFD Stock Holding History

Oberweis Asset 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
2023
Q4 		– Sell
-79,700
Closed -$2.04M – 226
2023
Q3 		$2.04M Buy
79,700
+21,500
+37% +$601K 0.22% 155
2023
Q2 		$1.54M Hold
58,200
– – 0.19% 148
2023
Q1 		$1.75M Buy
58,200
+15,000
+35% +$507K 0.27% 124
2022
Q4 		$1.45M Buy
+43,200
New +$1.51M 0.31% 111

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Oberweis Asset Management's WAFD Position: Q4 2023 in Review

Oberweis Asset Management sold out of WaFd (WAFD) in Q4 2023, closing a stake of 79,700 shares — an estimated $2.04M sold.

Oberweis Asset Management first reported a position in WAFD in Q4 2022 and held it in 4 quarters. The position peaked at $2.04M in Q3 2023. 213 funds tracked by Wall St. Rank hold WAFD as of Q4 2023.

  • Oberweis Asset Management reported no remaining WaFd position as of Q4 2023 after selling out during the quarter.
  • Oberweis Asset Management sold 79,700 WaFd shares in Q4 2023, an estimated $2.04M.
  • Oberweis Asset Management first reported a position in WaFd in Q4 2022 and held it in 4 quarters.
  • Oberweis Asset Management's WaFd position peaked at $2.04M in Q3 2023.
  • 213 funds tracked by Wall St. Rank held WaFd as of Q4 2023.

Based on Oberweis Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.