Truist Financial
WAFD icon

Truist Financial’s WaFd WAFD Stock Holding History

Truist Financial’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
Q4 		– Sell
-13,412
Closed -$344K – 2726
2023
Q3 		$344K Sell
13,412
-2,700
-17% -$75.5K ﹤0.01% 2150
2023
Q2 		$427K Sell
16,112
-7,202
-31% -$199K ﹤0.01% 2043
2023
Q1 		$702K Sell
23,314
-4,001
-15% -$135K ﹤0.01% 1757
2022
Q4 		$916K Buy
27,315
+20,626
+308% +$721K ﹤0.01% 1593
2022
Q3 		$201K Sell
6,689
-742
-10% -$24K ﹤0.01% 2306
2022
Q2 		$223K Sell
7,431
-284
-4% -$8.92K ﹤0.01% 2399
2022
Q1 		$253K Sell
7,715
-520
-6% -$18.2K ﹤0.01% 2417
2021
Q4 		$275K Sell
8,235
-322
-4% -$11.1K ﹤0.01% 2415
2021
Q3 		$294K Buy
8,557
+252
+3% +$8.2K ﹤0.01% 2367
2021
Q2 		$264K Buy
8,305
+614
+8% +$20K ﹤0.01% 2443
2021
Q1 		$237K Sell
7,691
-4,136
-35% -$124K ﹤0.01% 2428
2020
Q4 		$305K Buy
11,827
+1,420
+14% +$33.8K ﹤0.01% 2144
2020
Q3 		$217K Sell
10,407
-4,110
-28% -$96.9K ﹤0.01% 2224
2020
Q2 		$389K Buy
14,517
+5,519
+61% +$142K ﹤0.01% 1773
2020
Q1 		$234K Buy
8,998
+3,016
+50% +$96.4K ﹤0.01% 2022
2019
Q4 		$219K Buy
+5,982
New +$220K ﹤0.01% 2314

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Truist Financial's WAFD Position: Q4 2023 in Review

Truist Financial sold out of WaFd (WAFD) in Q4 2023, closing a stake of 13,412 shares — an estimated $344K sold.

Truist Financial first reported a position in WAFD in Q4 2019 and held it in 16 quarters. The position peaked at $916K in Q4 2022. 213 funds tracked by Wall St. Rank hold WAFD as of Q4 2023.

  • Truist Financial reported no remaining WaFd position as of Q4 2023 after selling out during the quarter.
  • Truist Financial sold 13,412 WaFd shares in Q4 2023, an estimated $344K.
  • Truist Financial first reported a position in WaFd in Q4 2019 and held it in 16 quarters.
  • Truist Financial's WaFd position peaked at $916K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held WaFd as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.