TC
WAFD icon

TwinBeech Capital’s WaFd WAFD Stock Holding History

TwinBeech Capital’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
-118,581
Closed -$3.04M – 927
2023
Q3 		$3.04M Buy
+118,581
New +$3.31M 0.06% 343
2021
Q4 		– Sell
-24,036
Closed -$825K – 838
2021
Q3 		$825K Buy
+24,036
New +$782K 0.06% 351

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

TwinBeech Capital's WAFD Position: Q4 2023 in Review

TwinBeech Capital sold out of WaFd (WAFD) in Q4 2023, closing a stake of 118,581 shares — an estimated $3.04M sold.

TwinBeech Capital first reported a position in WAFD in Q3 2021 and held it in 2 quarters. The position peaked at $3.04M in Q3 2023. 213 funds tracked by Wall St. Rank hold WAFD as of Q4 2023.

  • TwinBeech Capital reported no remaining WaFd position as of Q4 2023 after selling out during the quarter.
  • TwinBeech Capital sold 118,581 WaFd shares in Q4 2023, an estimated $3.04M.
  • TwinBeech Capital first reported a position in WaFd in Q3 2021 and held it in 2 quarters.
  • TwinBeech Capital's WaFd position peaked at $3.04M in Q3 2023.
  • 213 funds tracked by Wall St. Rank held WaFd as of Q4 2023.

Based on TwinBeech Capital's 13F filing for Q4 2023, filed 14 Feb 2024.