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Patriot Financial Group Insurance Agency’s WaFd WAFD Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-4
Closed – – 2007
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1864
2020
Q2 		$0 Hold
4
– – ﹤0.01% 1855
2020
Q1 		$0 Hold
4
– – ﹤0.01% 1761
2019
Q4 		$0 Buy
+4
New +$147 ﹤0.01% 1461

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Patriot Financial Group Insurance Agency's WAFD Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of WaFd (WAFD) in Q4 2020, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in WAFD in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 208 funds tracked by Wall St. Rank hold WAFD as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining WaFd position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 WaFd shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in WaFd in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's WaFd position peaked at $0 in Q3 2020.
  • 208 funds tracked by Wall St. Rank held WaFd as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.