Envestnet Asset Management Inc Washington Federal Inc Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Washington Federal Inc stock. As of the latest transaction made, Envestnet Asset Management Inc holds 119,115 shares of WAFD stock, worth $3.49 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

119,115

Previous 124,493 4.32%

Holding current value

$3.49 Million

Previous $4.01 Million 15.18%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$27.4 - $32.6 $147,357 - $175,322	-5,378 Reduced 4.32%	119,115 $3.4 Million
Q4 2024 Feb 12, 2025	SELL	$31.95 - $38.06 $115,531 - $137,624	-3,616 Reduced 2.82%	124,493 $4.01 Million
Q3 2024 Nov 06, 2024	BUY	$27.9 - $36.89 $80,017 - $105,800	2,868 Added 2.29%	128,109 $4.46 Million
Q2 2024 Aug 08, 2024	BUY	$26.31 - $30.04 $244,551 - $279,221	9,295 Added 8.02%	125,241 $3.58 Million
Q1 2024 May 13, 2024	BUY	$26.64 - $32.97 $3.09 Million - $3.82 Million	115,946 New	115,946 $3.37 Million
Q1 2023 May 11, 2023	SELL	$28.97 - $37.13 $85,577 - $109,682	-2,954 Reduced 17.83%	13,615 $410,000
Q4 2022 Feb 07, 2023	BUY	$30.64 - $39.02 $72,065 - $91,775	2,352 Added 16.54%	16,569 $555,000
Q3 2022 Nov 10, 2022	SELL	$20.21 - $34.13 $123,604 - $208,739	-6,116 Reduced 30.08%	14,217 $426,000
Q2 2022 Aug 03, 2022	SELL	$29.79 - $33.2 $46,353 - $51,659	-1,556 Reduced 7.11%	20,333 $610,000
Q1 2022 May 04, 2022	BUY	$32.82 - $37.5 $40,040 - $45,750	1,220 Added 5.9%	21,889 $718,000
Q4 2021 Feb 04, 2022	SELL	$32.06 - $36.39 $63,094 - $71,615	-1,968 Reduced 8.69%	20,669 $690,000
Q3 2021 Oct 07, 2021	BUY	$29.93 - $34.72 $17,389 - $20,172	581 Added 2.63%	22,637 $777,000
Q2 2021 Aug 04, 2021	SELL	$30.78 - $33.8 $47,278 - $51,916	-1,536 Reduced 6.51%	22,056 $701,000
Q1 2021 May 04, 2021	SELL	$25.57 - $33.86 $27,692 - $36,670	-1,083 Reduced 4.39%	23,592 $727,000
Q4 2020 Feb 02, 2021	SELL	$20.9 - $25.85 $46,398 - $57,387	-2,220 Reduced 8.25%	24,675 $635,000
Q3 2020 Oct 09, 2020	SELL	$20.2 - $25.89 $8,544 - $10,951	-423 Reduced 1.55%	26,895 $561,000
Q2 2020 Jul 08, 2020	BUY	$22.62 - $29.85 $105,771 - $139,578	4,676 Added 20.65%	27,318 $733,000
Q1 2020 Apr 23, 2020	BUY	$21.67 - $36.49 $285,523 - $480,792	13,176 Added 139.19%	22,642 $588,000
Q4 2019 Feb 11, 2020	BUY	$35.76 - $38.01 $106,958 - $113,687	2,991 Added 46.19%	9,466 $347,000
Q3 2019 Oct 17, 2019	BUY	$33.94 - $38.14 $219,761 - $246,956	6,475 New	6,475 $239,000
Q3 2018 Nov 14, 2018	SELL	$31.85 - $35.2 $19,460 - $21,507	-611 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$31.45 - $34.55 $10,126 - $11,125	322 Added 111.42%	611 $20,000
Q3 2017 Nov 13, 2017	SELL	$29.85 - $34.4 $7,372 - $8,496	-247 Reduced 46.08%	289 $9,000
Q2 2017 Aug 14, 2017	BUY	N/A	536	536 $15,000

Others Institutions Holding WAFD

# of Institutions

259

Shares Held

63.9M

Call Options Held

200

Put Options Held

1.1K

View Full List

About WASHINGTON FEDERAL INC

Ticker WAFD
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 65,330,100
Market Cap $1.91B
Description
Washington Federal, Inc. operates as the bank holding company for Washington Federal Bank, National Association that provides lending, depository, insurance, and other banking services in the United States. The company offers deposit products, including business and personal checking accounts, and term certificates of deposit, as well as money m...

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Envestnet Asset Management Inc Washington Federal Inc Transaction History