Clarus Wealth Advisors’s Westpac Banking Corporation WBK Stock Holding History

Clarus Wealth Advisors’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	-711	Closed	-$14K	–	737
2018 Q3	$14K	Buy	711 +22	+3%	+$465	0.01%	495
2018 Q2	$15K	Buy	+689	New	+$15K	0.01%	471

Other funds holding WBK

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Clarus Wealth Advisors's WBK Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of Westpac Banking Corporation (WBK) in Q4 2018, closing a stake of 711 shares — an estimated $14K sold.

Clarus Wealth Advisors first reported a position in WBK in Q2 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

Clarus Wealth Advisors reported no remaining Westpac Banking Corporation position as of Q4 2018 after selling out during the quarter.
Clarus Wealth Advisors sold 711 Westpac Banking Corporation shares in Q4 2018, an estimated $14K.
Clarus Wealth Advisors first reported a position in Westpac Banking Corporation in Q2 2018 and held it in 2 quarters.
Clarus Wealth Advisors's Westpac Banking Corporation position peaked at $15K in Q2 2018.
159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.