Prelude Capital Management’s WaFd WAFD Stock Holding History

Prelude Capital Management’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	-364	Closed	-$8K	–	2055
2020 Q3	$8K	Sell	364 -114	-24%	-$2.69K	﹤0.01%	1496
2020 Q2	$13K	Hold	478	–	–	﹤0.01%	1515
2020 Q1	$12K	Buy	478 +430	+896%	+$13.7K	﹤0.01%	1107
2019 Q4	$2K	Buy	+48	New	+$1.76K	﹤0.01%	1837
2018 Q1	–	Sell	-730	Closed	-$25K	–	1737
2017 Q4	$25K	Buy	+730	New	+$25.1K	﹤0.01%	1093
2016 Q1	–	Sell	-3,337	Closed	-$80K	–	1544
2015 Q4	$80K	Buy	+3,337	New	+$82.2K	0.01%	897
2014 Q2	–	Sell	-1,210	Closed	-$28K	–	2196
2014 Q1	$28K	Sell	1,210 -2,115	-64%	-$48K	﹤0.01%	1597
2013 Q4	$77K	Buy	+3,325	New	+$75.5K	0.01%	959

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Prelude Capital Management's WAFD Position: Q4 2020 in Review

Prelude Capital Management sold out of WaFd (WAFD) in Q4 2020, closing a stake of 364 shares — an estimated $8K sold.

Prelude Capital Management first reported a position in WAFD in Q4 2013 and held it in 8 quarters. The position peaked at $80K in Q4 2015. 208 funds tracked by Wall St. Rank hold WAFD as of Q4 2020.

Prelude Capital Management reported no remaining WaFd position as of Q4 2020 after selling out during the quarter.
Prelude Capital Management sold 364 WaFd shares in Q4 2020, an estimated $8K.
Prelude Capital Management first reported a position in WaFd in Q4 2013 and held it in 8 quarters.
Prelude Capital Management's WaFd position peaked at $80K in Q4 2015.
208 funds tracked by Wall St. Rank held WaFd as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.