Pathstone Family Office’s WaFd WAFD Stock Holding History

Pathstone Family Office’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	-6,445	Closed	-$216K	–	1524
2022 Q4	$216K	Buy	+6,445	New	+$225K	﹤0.01%	1359

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

Pathstone Family Office's WAFD Position: Q1 2023 in Review

Pathstone Family Office sold out of WaFd (WAFD) in Q1 2023, closing a stake of 6,445 shares — an estimated $216K sold.

Pathstone Family Office first reported a position in WAFD in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

Pathstone Family Office reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 6,445 WaFd shares in Q1 2023, an estimated $216K.
Pathstone Family Office first reported a position in WaFd in Q4 2022 and held it in 1 quarter.
Pathstone Family Office's WaFd position peaked at $216K in Q4 2022.
245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.