RJFSA
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Raymond James Financial Services Advisors’s WaFd WAFD Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$278K Sell
7,987
-1,695
-18% -$57.7K ﹤0.01% 2985
2024
Q2 		$277K Buy
9,682
+2
+0% +$55 ﹤0.01% 2925
2024
Q1 		$281K Buy
9,680
+624
+7% +$18K ﹤0.01% 2882
2023
Q4 		$298K Sell
9,056
-95
-1% -$2.63K ﹤0.01% 2743
2023
Q3 		$234K Sell
9,151
-31
-0.3% -$867 ﹤0.01% 2821
2023
Q2 		$243K Buy
9,182
+200
+2% +$5.54K ﹤0.01% 2801
2023
Q1 		$271K Hold
8,982
– – ﹤0.01% 2714
2022
Q4 		$301K Sell
8,982
-1,009
-10% -$35.3K ﹤0.01% 2578
2022
Q3 		$300K Hold
9,991
– – ﹤0.01% 2572
2022
Q2 		$300K Buy
9,991
+537
+6% +$16.9K ﹤0.01% 2592
2022
Q1 		$310K Buy
9,454
+78
+0.8% +$2.73K ﹤0.01% 2693
2021
Q4 		$313K Sell
9,376
-3,335
-26% -$115K ﹤0.01% 2681
2021
Q3 		$436K Buy
12,711
+1
+0% +$33 ﹤0.01% 2457
2021
Q2 		$404K Buy
12,710
+2,660
+26% +$86.7K ﹤0.01% 2518
2021
Q1 		$310K Buy
10,050
+51
+0.5% +$1.52K ﹤0.01% 2604
2020
Q4 		$257K Sell
9,999
-240
-2% -$5.71K ﹤0.01% 2559
2020
Q3 		$214K Buy
+10,239
New +$241K ﹤0.01% 2503
2020
Q2 		– Sell
-7,949
Closed -$206K – 2914
2020
Q1 		$206K Sell
7,949
-2,411
-23% -$77K ﹤0.01% 2054
2019
Q4 		$380K Sell
10,360
-361
-3% -$13.3K ﹤0.01% 2161
2019
Q3 		$397K Buy
10,721
+1,209
+13% +$43.2K ﹤0.01% 2053
2019
Q2 		$332K Buy
9,512
+861
+10% +$27.8K ﹤0.01% 2205
2019
Q1 		$250K Sell
8,651
-1,063
-11% -$31.3K ﹤0.01% 2367
2018
Q4 		$259K Sell
9,714
-2,472
-20% -$69.4K ﹤0.01% 2093
2018
Q3 		$390K Buy
12,186
+31
+0.3% +$1.04K ﹤0.01% 2104
2018
Q2 		$397K Buy
12,155
+5,039
+71% +$166K ﹤0.01% 2040
2018
Q1 		$246K Sell
7,116
-110
-2% -$3.91K ﹤0.01% 2144
2017
Q4 		$247K Buy
7,226
+110
+2% +$3.78K ﹤0.01% 2131
2017
Q3 		$239K Buy
7,116
+475
+7% +$15.4K ﹤0.01% 2158
2017
Q2 		$220K Buy
6,641
+127
+2% +$4.21K ﹤0.01% 2160
2017
Q1 		$216K Buy
6,514
+271
+4% +$9.08K ﹤0.01% 2089
2016
Q4 		$214K Buy
+6,243
New +$191K ﹤0.01% 2021

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Raymond James Financial Services Advisors's WAFD Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its WaFd (WAFD) stake by 18% in Q3 2024, selling an estimated $57.7K and leaving 7,987 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

Raymond James Financial Services Advisors first reported a position in WAFD in Q4 2016 and has held it in 31 quarters since. The position peaked at $436K in Q3 2021. 247 funds tracked by Wall St. Rank hold WAFD as of Q3 2024.

  • Raymond James Financial Services Advisors held 7,987 shares of WaFd worth $278K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,695 WaFd shares in Q3 2024, an estimated $57.7K.
  • WaFd made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2985 holding.
  • Raymond James Financial Services Advisors first reported a position in WaFd in Q4 2016 and has held it in 31 quarters since.
  • Raymond James Financial Services Advisors's WaFd position peaked at $436K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held WaFd as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.