Voloridge Investment Management
WAFD icon

Voloridge Investment Management’s WaFd WAFD Stock Holding History

Voloridge Investment Management’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
-27,198
Closed -$697K – 1514
2023
Q3 		$697K Buy
27,198
+5,586
+26% +$156K ﹤0.01% 1162
2023
Q2 		$573K Sell
21,612
-143,904
-87% -$3.98M ﹤0.01% 1208
2023
Q1 		$4.99M Buy
165,516
+20,522
+14% +$694K 0.02% 665
2022
Q4 		$4.86M Buy
144,994
+18,535
+15% +$648K 0.03% 649
2022
Q3 		$3.79M Sell
126,459
-46,242
-27% -$1.5M 0.02% 753
2022
Q2 		$5.18M Buy
172,701
+54,659
+46% +$1.72M 0.03% 660
2022
Q1 		$3.87M Buy
118,042
+92,710
+366% +$3.25M 0.02% 728
2021
Q4 		$846K Buy
+25,332
New +$874K ﹤0.01% 1307
2021
Q1 		– Sell
-94,435
Closed -$2.43M – 1688
2020
Q4 		$2.43M Sell
94,435
-42,898
-31% -$1.02M 0.02% 666
2020
Q3 		$2.87M Buy
137,333
+23,369
+21% +$551K 0.02% 601
2020
Q2 		$3.06M Buy
113,964
+75,035
+193% +$1.93M 0.04% 490
2020
Q1 		$1.01M Buy
+38,929
New +$1.24M 0.03% 510
2019
Q4 		– Sell
-10,002
Closed -$370K – 1368
2019
Q3 		$370K Buy
+10,002
New +$357K 0.01% 874

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

Voloridge Investment Management's WAFD Position: Q4 2023 in Review

Voloridge Investment Management sold out of WaFd (WAFD) in Q4 2023, closing a stake of 27,198 shares — an estimated $697K sold.

Voloridge Investment Management first reported a position in WAFD in Q3 2019 and held it in 13 quarters. The position peaked at $5.18M in Q2 2022. 213 funds tracked by Wall St. Rank hold WAFD as of Q4 2023.

  • Voloridge Investment Management reported no remaining WaFd position as of Q4 2023 after selling out during the quarter.
  • Voloridge Investment Management sold 27,198 WaFd shares in Q4 2023, an estimated $697K.
  • Voloridge Investment Management first reported a position in WaFd in Q3 2019 and held it in 13 quarters.
  • Voloridge Investment Management's WaFd position peaked at $5.18M in Q2 2022.
  • 213 funds tracked by Wall St. Rank held WaFd as of Q4 2023.

Based on Voloridge Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.