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Plante Moran Financial Advisors’s WaFd WAFD Stock Holding History

Plante Moran Financial Advisors’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
2021
Q2 		– Sell
-90
Closed -$3K – 1106
2021
Q1 		$3K Buy
+90
New +$2.69K ﹤0.01% 884

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Plante Moran Financial Advisors's WAFD Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of WaFd (WAFD) in Q2 2021, closing a stake of 90 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in WAFD in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 210 funds tracked by Wall St. Rank hold WAFD as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining WaFd position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 90 WaFd shares in Q2 2021, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in WaFd in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's WaFd position peaked at $3K in Q1 2021.
  • 210 funds tracked by Wall St. Rank held WaFd as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.