WealthPLAN Partners’s WaFd WAFD Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-201	Closed	-$5.33K	–	1170
2023 Q2	$5.33K	Hold	201	–	–	﹤0.01%	894
2023 Q1	$6.05K	Buy	+201	New	+$6.8K	﹤0.01%	967

Other funds holding WAFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's WAFD Position: Q3 2023 in Review

WealthPLAN Partners sold out of WaFd (WAFD) in Q3 2023, closing a stake of 201 shares — an estimated $5.33K sold.

WealthPLAN Partners first reported a position in WAFD in Q1 2023 and held it in 2 quarters. The position peaked at $6.05K in Q1 2023. 214 funds tracked by Wall St. Rank hold WAFD as of Q3 2023.

WealthPLAN Partners reported no remaining WaFd position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 201 WaFd shares in Q3 2023, an estimated $5.33K.
WealthPLAN Partners first reported a position in WaFd in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's WaFd position peaked at $6.05K in Q1 2023.
214 funds tracked by Wall St. Rank held WaFd as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.