APP
WBK

Avantax Planning Partners’s Westpac Banking Corporation WBK Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-185
Closed -$4K – 1469
2018
Q3 		$4K Buy
+185
New +$3.91K ﹤0.01% 1228
2018
Q2 		– Sell
-1,035
Closed -$23K – 1870
2018
Q1 		$23K Buy
+1,035
New +$24.8K ﹤0.01% 741

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Renaissance Technologies
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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
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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Avantax Planning Partners's WBK Position: Q4 2018 in Review

Avantax Planning Partners sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 185 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in WBK in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • Avantax Planning Partners reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 185 Westpac Banking Corporation shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Westpac Banking Corporation in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Westpac Banking Corporation position peaked at $23K in Q1 2018.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.