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Avantax Planning Partners’s Westamerica Bancorp WABC Stock Holding History

Avantax Planning Partners’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-121
Closed -$7K – 1467
2018
Q1 		$7K Buy
+121
New +$7.18K ﹤0.01% 1226

Other funds holding WABC

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T. Rowe Price Associates
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's WABC Position: Q2 2018 in Review

Avantax Planning Partners sold out of Westamerica Bancorp (WABC) in Q2 2018, closing a stake of 121 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in WABC in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 143 funds tracked by Wall St. Rank hold WABC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Westamerica Bancorp position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 121 Westamerica Bancorp shares in Q2 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Westamerica Bancorp in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Westamerica Bancorp position peaked at $7K in Q1 2018.
  • 143 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.