ACM
WBK

Ategra Capital Management’s Westpac Banking Corporation WBK Stock Holding History

Ategra Capital 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
2020
Q1 		– Sell
-20,527
Closed -$349K – 98
2019
Q4 		$349K Buy
20,527
+82
+0.4% +$1.48K 0.29% 63
2019
Q3 		$409K Buy
20,445
+247
+1% +$4.83K 0.37% 54
2019
Q2 		$403K Buy
20,198
+441
+2% +$8.44K 0.38% 59
2019
Q1 		$366K Buy
+19,757
New +$368K 0.36% 57

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AG
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Morgan Stanley
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AC
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Wells Fargo
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CGH
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Ategra Capital Management's WBK Position: Q1 2020 in Review

Ategra Capital Management sold out of Westpac Banking Corporation (WBK) in Q1 2020, closing a stake of 20,527 shares — an estimated $349K sold.

Ategra Capital Management first reported a position in WBK in Q1 2019 and held it in 4 quarters. The position peaked at $409K in Q3 2019. 128 funds tracked by Wall St. Rank hold WBK as of Q1 2020.

  • Ategra Capital Management reported no remaining Westpac Banking Corporation position as of Q1 2020 after selling out during the quarter.
  • Ategra Capital Management sold 20,527 Westpac Banking Corporation shares in Q1 2020, an estimated $349K.
  • Ategra Capital Management first reported a position in Westpac Banking Corporation in Q1 2019 and held it in 4 quarters.
  • Ategra Capital Management's Westpac Banking Corporation position peaked at $409K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2020.

Based on Ategra Capital Management's 13F filing for Q1 2020, filed 14 Feb 2025.