Seizert Capital Partners’s WaFd WAFD Stock Holding History

Seizert Capital Partners’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 Q4	–	Sell	-97,316	Closed	-$2.92M	–	203
2022 Q3	$2.92M	Hold	97,316	–	–	0.16%	105
2022 Q2	$2.92M	Sell	97,316 -130	-0.1%	-$4.08K	0.15%	98
2022 Q1	$3.2M	Buy	97,446 +78	+0.1%	+$2.73K	0.15%	94
2021 Q4	$3.25M	Buy	97,368 +31,569	+48%	+$1.09M	0.15%	101
2021 Q3	$2.26M	Buy	65,799 +4,771	+8%	+$155K	0.1%	109
2021 Q2	$1.94M	Buy	61,028 +8,641	+16%	+$282K	0.09%	114
2021 Q1	$1.61M	Buy	52,387 +9,137	+21%	+$273K	0.08%	120
2020 Q4	$1.11M	Sell	43,250 -2,773	-6%	-$66K	0.06%	125
2020 Q3	$960K	Sell	46,023 -4,867	-10%	-$115K	0.06%	120
2020 Q2	$1.37M	Sell	50,890 -8,451	-14%	-$218K	0.09%	95
2020 Q1	$1.54M	Buy	+59,341	New	+$1.9M	0.11%	82

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Seizert Capital Partners's WAFD Position: Q4 2022 in Review

Seizert Capital Partners sold out of WaFd (WAFD) in Q4 2022, closing a stake of 97,316 shares — an estimated $2.92M sold.

Seizert Capital Partners first reported a position in WAFD in Q1 2020 and held it in 11 quarters. The position peaked at $3.25M in Q4 2021. 253 funds tracked by Wall St. Rank hold WAFD as of Q4 2022.

Seizert Capital Partners reported no remaining WaFd position as of Q4 2022 after selling out during the quarter.
Seizert Capital Partners sold 97,316 WaFd shares in Q4 2022, an estimated $2.92M.
Seizert Capital Partners first reported a position in WaFd in Q1 2020 and held it in 11 quarters.
Seizert Capital Partners's WaFd position peaked at $3.25M in Q4 2021.
253 funds tracked by Wall St. Rank held WaFd as of Q4 2022.

Based on Seizert Capital Partners's 13F filing for Q4 2022, filed 30 Jan 2023.