AIA
WBK

Alera Investment Advisors’s Westpac Banking Corporation WBK Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-1,624
Closed -$30K – 1212
2019
Q1 		$30K Buy
1,624
+178
+12% +$3.32K 0.01% 224
2018
Q4 		$25K Buy
+1,446
New +$26.9K 0.02% 251

Other funds holding WBK

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PPA
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alera Investment Advisors's WBK Position: Q2 2019 in Review

Alera Investment Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2019, closing a stake of 1,624 shares — an estimated $30K sold.

Alera Investment Advisors first reported a position in WBK in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 148 funds tracked by Wall St. Rank hold WBK as of Q2 2019.

  • Alera Investment Advisors reported no remaining Westpac Banking Corporation position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,624 Westpac Banking Corporation shares in Q2 2019, an estimated $30K.
  • Alera Investment Advisors first reported a position in Westpac Banking Corporation in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Westpac Banking Corporation position peaked at $30K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.