AI
WBK

Atria Investments’s Westpac Banking Corporation WBK Stock Holding History

Atria Investments’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
Q2 		– Sell
-9,207
Closed -$204K – 1030
2018
Q1 		$204K Buy
+9,207
New +$221K 0.01% 815

Other funds holding WBK

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Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Atria Investments's WBK Position: Q2 2018 in Review

Atria Investments sold out of Westpac Banking Corporation (WBK) in Q2 2018, closing a stake of 9,207 shares — an estimated $204K sold.

Atria Investments first reported a position in WBK in Q1 2018 and held it in 1 quarter. The position peaked at $204K in Q1 2018. 163 funds tracked by Wall St. Rank hold WBK as of Q2 2018.

  • Atria Investments reported no remaining Westpac Banking Corporation position as of Q2 2018 after selling out during the quarter.
  • Atria Investments sold 9,207 Westpac Banking Corporation shares in Q2 2018, an estimated $204K.
  • Atria Investments first reported a position in Westpac Banking Corporation in Q1 2018 and held it in 1 quarter.
  • Atria Investments's Westpac Banking Corporation position peaked at $204K in Q1 2018.
  • 163 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2018.

Based on Atria Investments's 13F filing for Q2 2018, filed 13 Jul 2018.