WAM
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Wealthspire Advisors (Maryland)’s WaFd WAFD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-107
Closed -$3K – 2020
2019
Q1 		$3K Sell
107
-310
-74% -$9.12K ﹤0.01% 2065
2018
Q4 		$11K Sell
417
-81
-16% -$2.27K ﹤0.01% 1438
2018
Q3 		$16K Hold
498
– – ﹤0.01% 1393
2018
Q2 		$16K Buy
498
+87
+21% +$2.86K ﹤0.01% 1402
2018
Q1 		$14K Sell
411
-140
-25% -$4.97K ﹤0.01% 1437
2017
Q4 		$19K Buy
551
+53
+11% +$1.82K ﹤0.01% 1354
2017
Q3 		$17K Sell
498
-11
-2% -$358 ﹤0.01% 1367
2017
Q2 		$17K Buy
+509
New +$16.9K ﹤0.01% 1328
2017
Q1 		– Sell
-3,750
Closed -$129K – 2024
2016
Q4 		$129K Sell
3,750
-1,195
-24% -$36.5K 0.02% 497
2016
Q3 		$132K Buy
4,945
+345
+8% +$8.85K 0.02% 496
2016
Q2 		$112K Hold
4,600
– – 0.02% 510
2016
Q1 		$104K Buy
4,600
+485
+12% +$10.5K 0.02% 513
2015
Q4 		$98K Buy
+4,115
New +$101K 0.02% 532

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WAFD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WaFd (WAFD) in Q2 2019, closing a stake of 107 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in WAFD in Q4 2015 and held it in 13 quarters. The position peaked at $132K in Q3 2016. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WaFd position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 107 WaFd shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in WaFd in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s WaFd position peaked at $132K in Q3 2016.
  • 218 funds tracked by Wall St. Rank held WaFd as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.