TCI Wealth Advisors’s WaFd WAFD Stock Holding History

TCI 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
2023 Q2	–	Sell	-295	Closed	-$8.89K	–	2213
2023 Q1	$8.89K	Hold	295	–	–	﹤0.01%	1161
2022 Q4	$9.9K	Hold	295	–	–	﹤0.01%	1073
2022 Q3	$9K	Sell	295 -39	-12%	-$1.26K	﹤0.01%	1111
2022 Q2	$10K	Hold	334	–	–	﹤0.01%	1039
2022 Q1	$11K	Hold	334	–	–	﹤0.01%	1072
2021 Q4	$11K	Hold	334	–	–	﹤0.01%	1125
2021 Q3	$11K	Buy	334 +171	+105%	+$5.57K	﹤0.01%	1068
2021 Q2	$5K	Buy	163 +29	+22%	+$945	﹤0.01%	1496
2021 Q1	$4K	Buy	134 +90	+205%	+$2.69K	﹤0.01%	1435
2020 Q4	$1K	Hold	44	–	–	﹤0.01%	1472
2020 Q3	$1K	Sell	44 -181	-80%	-$4.27K	﹤0.01%	1453
2020 Q2	$6K	Hold	225	–	–	﹤0.01%	706
2020 Q1	$6K	Hold	225	–	–	﹤0.01%	694
2019 Q4	$8K	Hold	225	–	–	﹤0.01%	763
2019 Q3	$8K	Hold	225	–	–	﹤0.01%	708
2019 Q2	$8K	Hold	225	–	–	﹤0.01%	683
2019 Q1	$6K	Hold	225	–	–	﹤0.01%	760
2018 Q4	$6K	Hold	225	–	–	﹤0.01%	747
2018 Q3	$7K	Buy	+225	New	+$7.57K	﹤0.01%	723
2018 Q2	–	Sell	-225	Closed	-$8K	–	1611
2018 Q1	$8K	Hold	225	–	–	﹤0.01%	668
2017 Q4	$8K	Hold	225	–	–	﹤0.01%	690
2017 Q3	$8K	Hold	225	–	–	﹤0.01%	651
2017 Q2	$7K	Hold	225	–	–	﹤0.01%	683
2017 Q1	$7K	Hold	225	–	–	﹤0.01%	664
2016 Q4	$8K	Hold	225	–	–	﹤0.01%	684
2016 Q3	$6K	Hold	225	–	–	﹤0.01%	705
2016 Q2	$5K	Hold	225	–	–	﹤0.01%	733
2016 Q1	$5K	Hold	225	–	–	﹤0.01%	736
2015 Q4	$5K	Hold	225	–	–	﹤0.01%	727
2015 Q3	$5K	Hold	225	–	–	﹤0.01%	644
2015 Q2	$5K	Hold	225	–	–	﹤0.01%	658
2015 Q1	$5K	Hold	225	–	–	﹤0.01%	586
2014 Q4	$5K	Hold	225	–	–	﹤0.01%	577
2014 Q3	$5K	Hold	225	–	–	﹤0.01%	577
2014 Q2	$5K	Hold	225	–	–	﹤0.01%	603
2014 Q1	$5K	Hold	225	–	–	﹤0.01%	568
2013 Q4	$5K	Hold	225	–	–	﹤0.01%	563
2013 Q3	$5K	Hold	225	–	–	﹤0.01%	499
2013 Q2	$4K	Buy	+225	New	+$3.87K	﹤0.01%	505

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

TCI Wealth Advisors's WAFD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of WaFd (WAFD) in Q2 2023, closing a stake of 295 shares — an estimated $8.89K sold.

TCI Wealth Advisors first reported a position in WAFD in Q2 2013 and held it in 39 quarters. The position peaked at $11K in Q1 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

TCI Wealth Advisors reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 295 WaFd shares in Q2 2023, an estimated $8.89K.
TCI Wealth Advisors first reported a position in WaFd in Q2 2013 and held it in 39 quarters.
TCI Wealth Advisors's WaFd position peaked at $11K in Q1 2022.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.