Bogart Wealth LLC’s Westpac Banking Corporation WBK Stock Holding History

Bogart Wealth LLC’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 Q2	–	Sell	-3,203	Closed	-$33K	–	484
2020 Q1	$33K	Hold	3,203	–	–	0.01%	186
2019 Q4	$54K	Hold	3,203	–	–	0.02%	174
2019 Q3	$64K	Hold	3,203	–	–	0.03%	146
2019 Q2	$63K	Hold	3,203	–	–	0.04%	135
2019 Q1	$59K	Hold	3,203	–	–	0.03%	133
2018 Q4	$55K	Hold	3,203	–	–	0.03%	137
2018 Q3	$64K	Hold	3,203	–	–	0.04%	125
2018 Q2	$69K	Sell	3,203 -53	-2%	-$1.15K	0.04%	127
2018 Q1	$73K	Hold	3,256	–	–	0.04%	116
2017 Q4	$79K	Hold	3,256	–	–	0.05%	101
2017 Q3	$82K	Buy	+3,256	New	+$81.8K	0.06%	97

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AIA

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

Bogart Wealth LLC's WBK Position: Q2 2020 in Review

Bogart Wealth LLC sold out of Westpac Banking Corporation (WBK) in Q2 2020, closing a stake of 3,203 shares — an estimated $33K sold.

Bogart Wealth LLC first reported a position in WBK in Q3 2017 and held it in 11 quarters. The position peaked at $82K in Q3 2017. 129 funds tracked by Wall St. Rank hold WBK as of Q2 2020.

Bogart Wealth LLC reported no remaining Westpac Banking Corporation position as of Q2 2020 after selling out during the quarter.
Bogart Wealth LLC sold 3,203 Westpac Banking Corporation shares in Q2 2020, an estimated $33K.
Bogart Wealth LLC first reported a position in Westpac Banking Corporation in Q3 2017 and held it in 11 quarters.
Bogart Wealth LLC's Westpac Banking Corporation position peaked at $82K in Q3 2017.
129 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2020.

Based on Bogart Wealth LLC's 13F filing for Q2 2020, filed 8 Jul 2020.