SFS
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Sowell Financial Services’s WaFd WAFD Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-933
Closed -$31K – 2715
2021
Q1 		$31K Hold
933
– – ﹤0.01% 1859
2020
Q4 		$24K Buy
933
+2
+0.2% +$48 ﹤0.01% 1665
2020
Q3 		$19K Buy
931
+1
+0.1% +$24 ﹤0.01% 1589
2020
Q2 		$25K Buy
930
+2
+0.2% +$52 ﹤0.01% 1397
2020
Q1 		$24K Sell
928
-24
-3% -$767 ﹤0.01% 1334
2019
Q4 		$35K Buy
952
+24
+3% +$881 ﹤0.01% 1274
2019
Q3 		$34K Buy
+928
New +$33.1K ﹤0.01% 1114

Other funds holding WAFD

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BlackRock New York $5.7T 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 $761B 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return