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Putnam Investments’s WaFd WAFD Stock Holding History

Putnam Investments’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
-27,638
Closed -$832K – 1213
2023
Q1 		$832K Sell
27,638
-1,170
-4% -$39.6K ﹤0.01% 875
2022
Q4 		$967K Sell
28,808
-16
-0.1% -$559 ﹤0.01% 842
2022
Q3 		$864K Sell
28,824
-523
-2% -$16.9K ﹤0.01% 877
2022
Q2 		$881K Sell
29,347
-361
-1% -$11.3K ﹤0.01% 882
2022
Q1 		$975K Sell
29,708
-2,205
-7% -$77.3K ﹤0.01% 904
2021
Q4 		$1.07M Buy
+31,913
New +$1.1M ﹤0.01% 858
2019
Q1 		– Sell
-61,000
Closed -$1.63M – 973
2018
Q4 		$1.63M Buy
+61,000
New +$1.71M ﹤0.01% 674
2017
Q3 		– Sell
-67,936
Closed -$2.25M – 1191
2017
Q2 		$2.25M Sell
67,936
-38,800
-36% -$1.29M 0.01% 754
2017
Q1 		$3.53M Sell
106,736
-6,400
-6% -$214K 0.01% 722
2016
Q4 		$3.89M Sell
113,136
-62,100
-35% -$1.9M 0.01% 670
2016
Q3 		$4.67M Sell
175,236
-62,700
-26% -$1.61M 0.01% 589
2016
Q2 		$5.77M Buy
237,936
+34,100
+17% +$819K 0.01% 564
2016
Q1 		$4.62M Hold
203,836
– – 0.01% 662
2015
Q4 		$4.86M Sell
203,836
-35,864
-15% -$883K 0.01% 669
2015
Q3 		$5.45M Hold
239,700
– – 0.01% 642
2015
Q2 		$5.6M Buy
+239,700
New +$5.37M 0.01% 684

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Putnam Investments's WAFD Position: Q2 2023 in Review

Putnam Investments sold out of WaFd (WAFD) in Q2 2023, closing a stake of 27,638 shares — an estimated $832K sold.

Putnam Investments first reported a position in WAFD in Q2 2015 and held it in 16 quarters. The position peaked at $5.77M in Q2 2016. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Putnam Investments reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Putnam Investments sold 27,638 WaFd shares in Q2 2023, an estimated $832K.
  • Putnam Investments first reported a position in WaFd in Q2 2015 and held it in 16 quarters.
  • Putnam Investments's WaFd position peaked at $5.77M in Q2 2016.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Putnam Investments's 13F filing for Q2 2023, filed 14 Aug 2023.