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Pacifica Partners’s WaFd WAFD Stock Holding History

Pacifica Partners’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
Q1 		– Sell
-605
Closed -$17.6K – 560
2023
Q4 		$17.6K Hold
605
– – 0.01% 315
2023
Q3 		$15.5K Buy
+605
New +$16.9K 0.01% 302

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Pacifica Partners's WAFD Position: Q1 2024 in Review

Pacifica Partners sold out of WaFd (WAFD) in Q1 2024, closing a stake of 605 shares — an estimated $17.6K sold.

Pacifica Partners first reported a position in WAFD in Q3 2023 and held it in 2 quarters. The position peaked at $17.6K in Q4 2023. 229 funds tracked by Wall St. Rank hold WAFD as of Q1 2024.

  • Pacifica Partners reported no remaining WaFd position as of Q1 2024 after selling out during the quarter.
  • Pacifica Partners sold 605 WaFd shares in Q1 2024, an estimated $17.6K.
  • Pacifica Partners first reported a position in WaFd in Q3 2023 and held it in 2 quarters.
  • Pacifica Partners's WaFd position peaked at $17.6K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held WaFd as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.