CWP
WBK

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

Concord 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
2022
Q1 		– Sell
-620
Closed -$10K – 1435
2021
Q4 		$10K Hold
620
– – ﹤0.01% 798
2021
Q3 		$11K Hold
620
– – ﹤0.01% 464
2021
Q2 		$12K Hold
620
– – ﹤0.01% 606
2021
Q1 		$12K Buy
+620
New +$10.9K ﹤0.01% 567

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Concord Wealth Partners's WBK Position: Q1 2022 in Review

Concord Wealth Partners sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 620 shares — an estimated $10K sold.

Concord Wealth Partners first reported a position in WBK in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Concord Wealth Partners reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 620 Westpac Banking Corporation shares in Q1 2022, an estimated $10K.
  • Concord Wealth Partners first reported a position in Westpac Banking Corporation in Q1 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Westpac Banking Corporation position peaked at $12K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.