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Psagot Value Holdings’s WaFd WAFD Stock Holding History

Psagot Value Holdings’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
Q4 		– Sell
-191
Closed -$5K – 616
2023
Q3 		$5K Sell
191
-91
-32% -$2.54K ﹤0.01% 407
2023
Q2 		$8K Buy
282
+181
+179% +$5.01K ﹤0.01% 347
2023
Q1 		$3K Buy
+101
New +$3.42K ﹤0.01% 394

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Psagot Value Holdings's WAFD Position: Q4 2023 in Review

Psagot Value Holdings sold out of WaFd (WAFD) in Q4 2023, closing a stake of 191 shares — an estimated $5K sold.

Psagot Value Holdings first reported a position in WAFD in Q1 2023 and held it in 3 quarters. The position peaked at $8K in Q2 2023. 213 funds tracked by Wall St. Rank hold WAFD as of Q4 2023.

  • Psagot Value Holdings reported no remaining WaFd position as of Q4 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 191 WaFd shares in Q4 2023, an estimated $5K.
  • Psagot Value Holdings first reported a position in WaFd in Q1 2023 and held it in 3 quarters.
  • Psagot Value Holdings's WaFd position peaked at $8K in Q2 2023.
  • 213 funds tracked by Wall St. Rank held WaFd as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.