Destination Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Destination Wealth Management’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
2019 Q3	–	Sell	-2,310	Closed	-$46K	–	564
2019 Q2	$46K	Buy	2,310 +54	+2%	+$1.03K	﹤0.01%	288
2019 Q1	$42K	Hold	2,256	–	–	﹤0.01%	290
2018 Q4	$39K	Hold	2,256	–	–	﹤0.01%	287
2018 Q3	$45K	Hold	2,256	–	–	﹤0.01%	304
2018 Q2	$49K	Hold	2,256	–	–	﹤0.01%	260
2018 Q1	$50K	Buy	+2,256	New	+$54.1K	﹤0.01%	256

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Destination Wealth Management's WBK Position: Q3 2019 in Review

Destination Wealth Management sold out of Westpac Banking Corporation (WBK) in Q3 2019, closing a stake of 2,310 shares — an estimated $46K sold.

Destination Wealth Management first reported a position in WBK in Q1 2018 and held it in 6 quarters. The position peaked at $50K in Q1 2018. 149 funds tracked by Wall St. Rank hold WBK as of Q3 2019.

Destination Wealth Management reported no remaining Westpac Banking Corporation position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 2,310 Westpac Banking Corporation shares in Q3 2019, an estimated $46K.
Destination Wealth Management first reported a position in Westpac Banking Corporation in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Westpac Banking Corporation position peaked at $50K in Q1 2018.
149 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.