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USA Financial Formulas’s WaFd WAFD Stock Holding History

USA Financial Formulas’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
-1,669
Closed -$42.8K – 555
2023
Q3 		$42.8K Hold
1,669
– – 0.06% 206
2023
Q2 		$44.3K Sell
1,669
-93
-5% -$2.58K 0.07% 178
2023
Q1 		$53.1K Buy
+1,762
New +$59.6K 0.09% 126
2017
Q2 		– Sell
-14,073
Closed -$466K – 323
2017
Q1 		$466K Sell
14,073
-264
-2% -$8.85K 0.11% 169
2016
Q4 		$492K Sell
14,337
-2,803
-16% -$85.7K 0.12% 143
2016
Q3 		$457K Sell
17,140
-1,531
-8% -$39.3K 0.12% 151
2016
Q2 		$453K Buy
+18,671
New +$449K 0.12% 135
2015
Q1 		– Sell
-18,819
Closed -$417K – 239
2014
Q4 		$417K Buy
+18,819
New +$403K 0.14% 146

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

USA Financial Formulas's WAFD Position: Q4 2023 in Review

USA Financial Formulas sold out of WaFd (WAFD) in Q4 2023, closing a stake of 1,669 shares — an estimated $42.8K sold.

USA Financial Formulas first reported a position in WAFD in Q4 2014 and held it in 8 quarters. The position peaked at $492K in Q4 2016. 213 funds tracked by Wall St. Rank hold WAFD as of Q4 2023.

  • USA Financial Formulas reported no remaining WaFd position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 1,669 WaFd shares in Q4 2023, an estimated $42.8K.
  • USA Financial Formulas first reported a position in WaFd in Q4 2014 and held it in 8 quarters.
  • USA Financial Formulas's WaFd position peaked at $492K in Q4 2016.
  • 213 funds tracked by Wall St. Rank held WaFd as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.