BWP
WBK

Baldwin Wealth Partners’s Westpac Banking Corporation WBK Stock Holding History

Baldwin Wealth 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
2020
Q3 		– Sell
-2,450
Closed -$31K – 561
2020
Q2 		$31K Hold
2,450
– – ﹤0.01% 351
2020
Q1 		$25K Hold
2,450
– – ﹤0.01% 358
2019
Q4 		$42K Hold
2,450
– – 0.01% 343
2019
Q3 		$49K Buy
+2,450
New +$48K 0.01% 311

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Baldwin Wealth Partners's WBK Position: Q3 2020 in Review

Baldwin Wealth Partners sold out of Westpac Banking Corporation (WBK) in Q3 2020, closing a stake of 2,450 shares — an estimated $31K sold.

Baldwin Wealth Partners first reported a position in WBK in Q3 2019 and held it in 4 quarters. The position peaked at $49K in Q3 2019. 123 funds tracked by Wall St. Rank hold WBK as of Q3 2020.

  • Baldwin Wealth Partners reported no remaining Westpac Banking Corporation position as of Q3 2020 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,450 Westpac Banking Corporation shares in Q3 2020, an estimated $31K.
  • Baldwin Wealth Partners first reported a position in Westpac Banking Corporation in Q3 2019 and held it in 4 quarters.
  • Baldwin Wealth Partners's Westpac Banking Corporation position peaked at $49K in Q3 2019.
  • 123 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2020.

Based on Baldwin Wealth Partners's 13F filing for Q3 2020, filed 16 Oct 2020.