AG
WBK

Advisor Group’s Westpac Banking Corporation WBK Stock Holding History

Advisor Group’s Portfolio WBK Stock Details WBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$51K Sell
2,970
-20
-0.7% -$362 ﹤0.01% 3410
2019
Q3 		$60K Sell
2,990
-1,073
-26% -$21K ﹤0.01% 3254
2019
Q2 		$81K Sell
4,063
-1,586
-28% -$30.4K ﹤0.01% 3021
2019
Q1 		$105K Buy
5,649
+3,158
+127% +$58.9K ﹤0.01% 2819
2018
Q4 		$45K Buy
2,491
+1,845
+286% +$34.3K ﹤0.01% 3259
2018
Q3 		$13K Sell
646
-140
-18% -$2.96K ﹤0.01% 4162
2018
Q2 		$18K Sell
786
-1,114
-59% -$24.2K ﹤0.01% 3788
2018
Q1 		$43K Sell
1,900
-759
-29% -$18.2K ﹤0.01% 3186
2017
Q4 		$64K Buy
2,659
+52
+2% +$1.29K ﹤0.01% 2918
2017
Q3 		$66K Sell
2,607
-645
-20% -$16.2K ﹤0.01% 2739
2017
Q2 		$76K Buy
3,252
+191
+6% +$4.64K ﹤0.01% 2534
2017
Q1 		$82K Buy
3,061
+187
+7% +$4.76K ﹤0.01% 2322
2016
Q4 		$68K Sell
2,874
-1,020
-26% -$23.9K ﹤0.01% 2368
2016
Q3 		$88K Sell
3,894
-7,801
-67% -$177K ﹤0.01% 2097
2016
Q2 		$256K Buy
+11,695
New +$262K 0.01% 1281

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Advisor Group's WBK Position: Q4 2019 in Review

Advisor Group reduced its Westpac Banking Corporation (WBK) stake by 0.67% in Q4 2019, selling an estimated $362 and leaving 2,970 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #3410.

Advisor Group first reported a position in WBK in Q2 2016 and has held it in 15 quarters since. The position peaked at $256K in Q2 2016. 146 funds tracked by Wall St. Rank hold WBK as of Q4 2019.

  • Advisor Group held 2,970 shares of Westpac Banking Corporation worth $51K as of Q4 2019.
  • Advisor Group sold 20 Westpac Banking Corporation shares in Q4 2019, an estimated $362.
  • Westpac Banking Corporation made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3410 holding.
  • Advisor Group first reported a position in Westpac Banking Corporation in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Westpac Banking Corporation position peaked at $256K in Q2 2016.
  • 146 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.