TCWA
WAFD icon

Ten Capital Wealth Advisors’s WaFd WAFD Stock Holding History

Ten Capital 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
Q1 		– Sell
-486
Closed -$16K – 559
2021
Q4 		$16K Hold
486
– – 0.01% 258
2021
Q3 		$17K Hold
486
– – 0.01% 220
2021
Q2 		$15K Buy
+486
New +$15.8K ﹤0.01% 274

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ten Capital Wealth Advisors's WAFD Position: Q1 2022 in Review

Ten Capital Wealth Advisors sold out of WaFd (WAFD) in Q1 2022, closing a stake of 486 shares — an estimated $16K sold.

Ten Capital Wealth Advisors first reported a position in WAFD in Q2 2021 and held it in 3 quarters. The position peaked at $17K in Q3 2021. 251 funds tracked by Wall St. Rank hold WAFD as of Q1 2022.

  • Ten Capital Wealth Advisors reported no remaining WaFd position as of Q1 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 486 WaFd shares in Q1 2022, an estimated $16K.
  • Ten Capital Wealth Advisors first reported a position in WaFd in Q2 2021 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's WaFd position peaked at $17K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held WaFd as of Q1 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.