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Sterling Financial Planning’s WaFd WAFD Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-686
Closed -$24K – 398
2021
Q3 		$24K Hold
686
– – 0.02% 251
2021
Q2 		$22K Sell
686
-614
-47% -$20K 0.01% 248
2021
Q1 		$40K Hold
1,300
– – 0.03% 168
2020
Q4 		$33K Buy
+1,300
New +$30.9K 0.03% 178

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Sterling Financial Planning's WAFD Position: Q4 2021 in Review

Sterling Financial Planning sold out of WaFd (WAFD) in Q4 2021, closing a stake of 686 shares — an estimated $24K sold.

Sterling Financial Planning first reported a position in WAFD in Q4 2020 and held it in 4 quarters. The position peaked at $40K in Q1 2021. 241 funds tracked by Wall St. Rank hold WAFD as of Q4 2021.

  • Sterling Financial Planning reported no remaining WaFd position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 686 WaFd shares in Q4 2021, an estimated $24K.
  • Sterling Financial Planning first reported a position in WaFd in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's WaFd position peaked at $40K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held WaFd as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.