Pictet Asset Management (Switzerland)’s WaFd WAFD Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	–	Sell	-8,808	Closed	-$265K	–	2026
2023 Q1	$265K	Buy	8,808 +1,376	+19%	+$46.5K	﹤0.01%	1573
2022 Q4	$249K	Buy	+7,432	New	+$260K	﹤0.01%	1604
2021 Q4	–	Sell	-5,900	Closed	-$202K	–	1811
2021 Q3	$202K	Buy	+5,900	New	+$192K	﹤0.01%	1622

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s WAFD Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) sold out of WaFd (WAFD) in Q2 2023, closing a stake of 8,808 shares — an estimated $265K sold.

Pictet Asset Management (Switzerland) first reported a position in WAFD in Q3 2021 and held it in 3 quarters. The position peaked at $265K in Q1 2023. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

Pictet Asset Management (Switzerland) reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
Pictet Asset Management (Switzerland) sold 8,808 WaFd shares in Q2 2023, an estimated $265K.
Pictet Asset Management (Switzerland) first reported a position in WaFd in Q3 2021 and held it in 3 quarters.
Pictet Asset Management (Switzerland)'s WaFd position peaked at $265K in Q1 2023.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.