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Toth Financial Advisory’s WaFd WAFD Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-1,200
Closed -$31.8K – 853
2023
Q2 		$31.8K Hold
1,200
– – ﹤0.01% 324
2023
Q1 		$36.1K Hold
1,200
– – 0.01% 310
2022
Q4 		$40.3K Hold
1,200
– – 0.01% 300
2022
Q3 		$36K Hold
1,200
– – 0.01% 308
2022
Q2 		$36K Sell
1,200
-275
-19% -$8.63K 0.01% 306
2022
Q1 		$48K Buy
+1,475
New +$51.7K 0.01% 294

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Toth Financial Advisory's WAFD Position: Q3 2023 in Review

Toth Financial Advisory sold out of WaFd (WAFD) in Q3 2023, closing a stake of 1,200 shares — an estimated $31.8K sold.

Toth Financial Advisory first reported a position in WAFD in Q1 2022 and held it in 6 quarters. The position peaked at $48K in Q1 2022. 214 funds tracked by Wall St. Rank hold WAFD as of Q3 2023.

  • Toth Financial Advisory reported no remaining WaFd position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 1,200 WaFd shares in Q3 2023, an estimated $31.8K.
  • Toth Financial Advisory first reported a position in WaFd in Q1 2022 and held it in 6 quarters.
  • Toth Financial Advisory's WaFd position peaked at $48K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held WaFd as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.