Atlas Capital Advisors’s Westpac Banking Corporation WBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,106
| Closed | -$172K | – | 1039 |
|
|
2022
Q2 | $172K | Sell |
12,106
-663
| -5% | -$9.41K | 0.03% | 387 |
|
|
2022
Q1 | $181K | Sell |
12,769
-1,425
| -10% | -$21.6K | 0.03% | 370 |
|
|
2021
Q4 | $219K | Sell |
14,194
-5,648
| -28% | -$94.7K | 0.03% | 342 |
|
|
2021
Q3 | $368K | Sell |
19,842
-9,893
| -33% | -$185K | 0.06% | 249 |
|
|
2021
Q2 | $574K | Buy |
29,735
+727
| +3% | +$14.5K | 0.1% | 185 |
|
|
2021
Q1 | $538K | Buy |
29,008
+5,582
| +24% | +$98.6K | 0.1% | 183 |
|
|
2020
Q4 | $349K | Hold |
23,426
| – | – | 0.07% | 232 |
|
|
2020
Q3 | $282K | Hold |
23,426
| – | – | 0.07% | 257 |
|
|
2020
Q2 | $293K | Sell |
23,426
-3,148
| -12% | -$34.5K | 0.07% | 257 |
|
|
2020
Q1 | $272K | Buy |
26,574
+22,588
| +567% | +$335K | 0.08% | 222 |
|
|
2019
Q4 | $67.7K | Sell |
3,986
-41,960
| -91% | -$759K | 0.02% | 435 |
|
|
2019
Q3 | $918K | Buy |
45,946
+34,750
| +310% | +$680K | 0.28% | 103 |
|
|
2019
Q2 | $223K | Hold |
11,196
| – | – | 0.07% | 276 |
|
|
2019
Q1 | $207K | Buy |
+11,196
| New | +$209K | 0.07% | 262 |
|
|
2018
Q3 | – | Sell |
-8,338
| Closed | -$183K | – | 579 |
|
|
2018
Q2 | $183K | Buy |
+8,338
| New | +$181K | 0.07% | 280 |
|
Atlas Capital Advisors's WBK Position: Q3 2022 in Review
Atlas Capital Advisors sold out of Westpac Banking Corporation (WBK) in Q3 2022, closing a stake of 12,106 shares — an estimated $172K sold.
Atlas Capital Advisors first reported a position in WBK in Q2 2018 and held it in 15 quarters. The position peaked at $918K in Q3 2019. 0 funds tracked by Wall St. Rank hold WBK as of Q3 2022.
- Atlas Capital Advisors reported no remaining Westpac Banking Corporation position as of Q3 2022 after selling out during the quarter.
- Atlas Capital Advisors sold 12,106 Westpac Banking Corporation shares in Q3 2022, an estimated $172K.
- Atlas Capital Advisors first reported a position in Westpac Banking Corporation in Q2 2018 and held it in 15 quarters.
- Atlas Capital Advisors's Westpac Banking Corporation position peaked at $918K in Q3 2019.
- 0 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2022.
Based on Atlas Capital Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.