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Virtus Investment Advisers’s WaFd WAFD Stock Holding History

Virtus Investment Advisers’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
Q2 		– Sell
-25,183
Closed -$759K – 298
2023
Q1 		$759K Sell
25,183
-18,554
-42% -$627K 0.53% 55
2022
Q4 		$1.47M Sell
43,737
-9,837
-18% -$344K 0.98% 20
2022
Q3 		$1.61M Buy
+53,574
New +$1.74M 0.74% 8

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Virtus Investment Advisers's WAFD Position: Q2 2023 in Review

Virtus Investment Advisers sold out of WaFd (WAFD) in Q2 2023, closing a stake of 25,183 shares — an estimated $759K sold.

Virtus Investment Advisers first reported a position in WAFD in Q3 2022 and held it in 3 quarters. The position peaked at $1.61M in Q3 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

  • Virtus Investment Advisers reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 25,183 WaFd shares in Q2 2023, an estimated $759K.
  • Virtus Investment Advisers first reported a position in WaFd in Q3 2022 and held it in 3 quarters.
  • Virtus Investment Advisers's WaFd position peaked at $1.61M in Q3 2022.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Virtus Investment Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.