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Sandy Spring Bank’s WaFd WAFD Stock Holding History

Sandy Spring Bank’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
-94
Closed -$3K – 1235
2021
Q4 		$3K Buy
+94
New +$3.24K ﹤0.01% 1111
2015
Q4 		– Sell
-78
Closed -$2K – 987
2015
Q3 		$2K Hold
78
– – ﹤0.01% 889
2015
Q2 		$2K Buy
+78
New +$1.75K ﹤0.01% 915

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
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
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sandy Spring Bank's WAFD Position: Q1 2022 in Review

Sandy Spring Bank sold out of WaFd (WAFD) in Q1 2022, closing a stake of 94 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in WAFD in Q2 2015 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 251 funds tracked by Wall St. Rank hold WAFD as of Q1 2022.

  • Sandy Spring Bank reported no remaining WaFd position as of Q1 2022 after selling out during the quarter.
  • Sandy Spring Bank sold 94 WaFd shares in Q1 2022, an estimated $3K.
  • Sandy Spring Bank first reported a position in WaFd in Q2 2015 and held it in 3 quarters.
  • Sandy Spring Bank's WaFd position peaked at $3K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held WaFd as of Q1 2022.

Based on Sandy Spring Bank's 13F filing for Q1 2022, filed 3 May 2022.