AWM
WBK

Aevitas Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Aevitas Wealth Management’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
2018
Q4 		– Sell
-500
Closed -$10K – 483
2018
Q3 		$10K Hold
500
– – 0.01% 349
2018
Q2 		$11K Hold
500
– – 0.01% 319
2018
Q1 		$11K Hold
500
– – 0.01% 314
2017
Q4 		$12K Buy
+500
New +$12.4K 0.01% 304

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AG
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Bank of America
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LP
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Aevitas Wealth Management's WBK Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 500 shares — an estimated $10K sold.

Aevitas Wealth Management first reported a position in WBK in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q4 2017. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 500 Westpac Banking Corporation shares in Q4 2018, an estimated $10K.
  • Aevitas Wealth Management first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Westpac Banking Corporation position peaked at $12K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.