TD Asset Management
WAFD icon

TD Asset Management’s WaFd WAFD Stock Holding History

TD Asset Management’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
Q1 		– Sell
-20,100
Closed -$674K – 1466
2022
Q4 		$674K Sell
20,100
-12,900
-39% -$451K ﹤0.01% 1222
2022
Q3 		$1M Buy
33,000
+18,400
+126% +$596K ﹤0.01% 1176
2022
Q2 		$438K Buy
+14,600
New +$458K ﹤0.01% 1308

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

TD Asset Management's WAFD Position: Q1 2023 in Review

TD Asset Management sold out of WaFd (WAFD) in Q1 2023, closing a stake of 20,100 shares — an estimated $674K sold.

TD Asset Management first reported a position in WAFD in Q2 2022 and held it in 3 quarters. The position peaked at $1M in Q3 2022. 245 funds tracked by Wall St. Rank hold WAFD as of Q1 2023.

  • TD Asset Management reported no remaining WaFd position as of Q1 2023 after selling out during the quarter.
  • TD Asset Management sold 20,100 WaFd shares in Q1 2023, an estimated $674K.
  • TD Asset Management first reported a position in WaFd in Q2 2022 and held it in 3 quarters.
  • TD Asset Management's WaFd position peaked at $1M in Q3 2022.
  • 245 funds tracked by Wall St. Rank held WaFd as of Q1 2023.

Based on TD Asset Management's 13F filing for Q1 2023, filed 10 May 2023.