SFA
WAFD icon

Sequoia Financial Advisors’s WaFd WAFD Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-7,666
Closed -$253K – 1295
2023
Q4 		$253K Buy
+7,666
New +$212K ﹤0.01% 1002

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Sequoia Financial Advisors's WAFD Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of WaFd (WAFD) in Q1 2024, closing a stake of 7,666 shares — an estimated $253K sold.

Sequoia Financial Advisors first reported a position in WAFD in Q4 2023 and held it in 1 quarter. The position peaked at $253K in Q4 2023. 229 funds tracked by Wall St. Rank hold WAFD as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining WaFd position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,666 WaFd shares in Q1 2024, an estimated $253K.
  • Sequoia Financial Advisors first reported a position in WaFd in Q4 2023 and held it in 1 quarter.
  • Sequoia Financial Advisors's WaFd position peaked at $253K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held WaFd as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.