Benjamin F. Edwards & Company’s Westpac Banking Corporation WBK Stock Holding History

Benjamin F. Edwards & Company’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 Q4	–	Sell	-500	Closed	-$6K	–	1790
2020 Q3	$6K	Hold	500	–	–	﹤0.01%	1404
2020 Q2	$6K	Hold	500	–	–	﹤0.01%	1408
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	1449
2019 Q4	$8K	Hold	500	–	–	﹤0.01%	1501
2019 Q3	$10K	Hold	500	–	–	﹤0.01%	1411
2019 Q2	$10K	Hold	500	–	–	﹤0.01%	1432
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	1364
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	1335
2018 Q3	$10K	Buy	+500	New	+$10.6K	﹤0.01%	1287

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Benjamin F. Edwards & Company's WBK Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of Westpac Banking Corporation (WBK) in Q4 2020, closing a stake of 500 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in WBK in Q3 2018 and held it in 9 quarters. The position peaked at $10K in Q3 2019. 119 funds tracked by Wall St. Rank hold WBK as of Q4 2020.

Benjamin F. Edwards & Company reported no remaining Westpac Banking Corporation position as of Q4 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 500 Westpac Banking Corporation shares in Q4 2020, an estimated $6K.
Benjamin F. Edwards & Company first reported a position in Westpac Banking Corporation in Q3 2018 and held it in 9 quarters.
Benjamin F. Edwards & Company's Westpac Banking Corporation position peaked at $10K in Q3 2019.
119 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.