SWA
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Sutton Wealth Advisors’s WaFd WAFD Stock Holding History

Sutton Wealth 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
2022
Q3 		– Sell
-12
Closed -$360 – 1726
2022
Q2 		$360 Hold
12
– – ﹤0.01% 1516
2022
Q1 		$394 Hold
12
– – ﹤0.01% 1519
2021
Q4 		$401 Buy
+12
New +$414 ﹤0.01% 1571

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Sutton Wealth Advisors's WAFD Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of WaFd (WAFD) in Q3 2022, closing a stake of 12 shares — an estimated $360 sold.

Sutton Wealth Advisors first reported a position in WAFD in Q4 2021 and held it in 3 quarters. The position peaked at $401 in Q4 2021. 234 funds tracked by Wall St. Rank hold WAFD as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining WaFd position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 12 WaFd shares in Q3 2022, an estimated $360.
  • Sutton Wealth Advisors first reported a position in WaFd in Q4 2021 and held it in 3 quarters.
  • Sutton Wealth Advisors's WaFd position peaked at $401 in Q4 2021.
  • 234 funds tracked by Wall St. Rank held WaFd as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.