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Trust Company of Vermont’s WaFd WAFD Stock Holding History

Trust Company of Vermont’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
2020
Q1 		– Sell
-92
Closed -$3K – 957
2019
Q4 		$3K Hold
92
– – ﹤0.01% 858
2019
Q3 		$3K Hold
92
– – ﹤0.01% 909
2019
Q2 		$3K Hold
92
– – ﹤0.01% 925
2019
Q1 		$3K Buy
+92
New +$2.71K ﹤0.01% 879

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trust Company of Vermont's WAFD Position: Q1 2020 in Review

Trust Company of Vermont sold out of WaFd (WAFD) in Q1 2020, closing a stake of 92 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in WAFD in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 226 funds tracked by Wall St. Rank hold WAFD as of Q1 2020.

  • Trust Company of Vermont reported no remaining WaFd position as of Q1 2020 after selling out during the quarter.
  • Trust Company of Vermont sold 92 WaFd shares in Q1 2020, an estimated $3K.
  • Trust Company of Vermont first reported a position in WaFd in Q1 2019 and held it in 4 quarters.
  • Trust Company of Vermont's WaFd position peaked at $3K in Q4 2019.
  • 226 funds tracked by Wall St. Rank held WaFd as of Q1 2020.

Based on Trust Company of Vermont's 13F filing for Q1 2020, filed 24 Apr 2020.