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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 – 2710
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's WAFD Position: Q2 2021 in Review

Sowell Financial Services sold out of WaFd (WAFD) in Q2 2021, closing a stake of 933 shares — an estimated $31K sold.

Sowell Financial Services first reported a position in WAFD in Q3 2019 and held it in 7 quarters. The position peaked at $35K in Q4 2019. 210 funds tracked by Wall St. Rank hold WAFD as of Q2 2021.

  • Sowell Financial Services reported no remaining WaFd position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 933 WaFd shares in Q2 2021, an estimated $31K.
  • Sowell Financial Services first reported a position in WaFd in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's WaFd position peaked at $35K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held WaFd as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.