Susquehanna Fundamental Investments’s WaFd WAFD Stock Holding History

Susquehanna Fundamental Investments’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
2023 Q2	–	Sell	-9,163	Closed	-$276K	–	889
2023 Q1	$276K	Hold	9,163	–	–	0.01%	803
2022 Q4	$307K	Sell	9,163 -33,387	-78%	-$1.17M	0.01%	989
2022 Q3	$1.28M	Buy	+42,550	New	+$1.38M	0.02%	725
2022 Q1	$2.43M	Buy	+74,161	New	+$2.6M	0.05%	507
2021 Q4	–	Sell	-8,164	Closed	-$280K	–	1783
2021 Q3	$280K	Buy	+8,164	New	+$266K	0.01%	1429
2020 Q4	–	Sell	-52,200	Closed	-$1.09M	–	1620
2020 Q3	$1.09M	Buy	52,200 +9,100	+21%	+$214K	0.03%	613
2020 Q2	$1.16M	Buy	+43,100	New	+$1.11M	0.06%	414
2020 Q1	–	Sell	-22,600	Closed	-$828K	–	415
2019 Q4	$828K	Hold	22,600	–	–	0.11%	190
2019 Q3	$836K	Buy	+22,600	New	+$807K	0.1%	202
2018 Q2	–	Sell	-22,440	Closed	-$776K	–	493
2018 Q1	$776K	Buy	+22,440	New	+$797K	0.09%	289

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

SFM

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

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

Susquehanna Fundamental Investments's WAFD Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of WaFd (WAFD) in Q2 2023, closing a stake of 9,163 shares — an estimated $276K sold.

Susquehanna Fundamental Investments first reported a position in WAFD in Q1 2018 and held it in 10 quarters. The position peaked at $2.43M in Q1 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

Susquehanna Fundamental Investments reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 9,163 WaFd shares in Q2 2023, an estimated $276K.
Susquehanna Fundamental Investments first reported a position in WaFd in Q1 2018 and held it in 10 quarters.
Susquehanna Fundamental Investments's WaFd position peaked at $2.43M in Q1 2022.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.