Richard Bernstein Advisors’s WaFd WAFD Stock Holding History

Richard Bernstein 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
2022 Q1	–	Sell	-89,657	Closed	-$2.99M	–	281
2021 Q4	$2.99M	Hold	89,657	–	–	0.06%	161
2021 Q3	$3.08M	Buy	89,657 +7,527	+9%	+$245K	0.06%	166
2021 Q2	$2.61M	Hold	82,130	–	–	0.05%	178
2021 Q1	$2.53M	Hold	82,130	–	–	0.06%	184
2020 Q4	$2.11M	Buy	+82,130	New	+$1.95M	0.05%	203

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

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

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

FCM

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Richard Bernstein Advisors's WAFD Position: Q1 2022 in Review

Richard Bernstein Advisors sold out of WaFd (WAFD) in Q1 2022, closing a stake of 89,657 shares — an estimated $2.99M sold.

Richard Bernstein Advisors first reported a position in WAFD in Q4 2020 and held it in 5 quarters. The position peaked at $3.08M in Q3 2021. 251 funds tracked by Wall St. Rank hold WAFD as of Q1 2022.

Richard Bernstein Advisors reported no remaining WaFd position as of Q1 2022 after selling out during the quarter.
Richard Bernstein Advisors sold 89,657 WaFd shares in Q1 2022, an estimated $2.99M.
Richard Bernstein Advisors first reported a position in WaFd in Q4 2020 and held it in 5 quarters.
Richard Bernstein Advisors's WaFd position peaked at $3.08M in Q3 2021.
251 funds tracked by Wall St. Rank held WaFd as of Q1 2022.

Based on Richard Bernstein Advisors's 13F filing for Q1 2022, filed 12 May 2022.