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TFO Wealth Partners’s WaFd WAFD Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-5
Closed -$145 – 738
2024
Q1 		$145 Hold
5
– – ﹤0.01% 570
2023
Q4 		$165 Hold
5
– – ﹤0.01% 698
2023
Q3 		$133 Hold
5
– – ﹤0.01% 935
2023
Q2 		$133 Hold
5
– – ﹤0.01% 606
2023
Q1 		$151 Sell
5
-15
-75% -$507 ﹤0.01% 553
2022
Q4 		$2K Buy
+20
New +$699 ﹤0.01% 254

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's WAFD Position: Q2 2024 in Review

TFO Wealth Partners sold out of WaFd (WAFD) in Q2 2024, closing a stake of 5 shares — an estimated $145 sold.

TFO Wealth Partners first reported a position in WAFD in Q4 2022 and held it in 6 quarters. The position peaked at $2K in Q4 2022. 230 funds tracked by Wall St. Rank hold WAFD as of Q2 2024.

  • TFO Wealth Partners reported no remaining WaFd position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 WaFd shares in Q2 2024, an estimated $145.
  • TFO Wealth Partners first reported a position in WaFd in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's WaFd position peaked at $2K in Q4 2022.
  • 230 funds tracked by Wall St. Rank held WaFd as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.