EI
WBK

Ellevest Inc’s Westpac Banking Corporation WBK Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-602
Closed – – 1988
2022
Q2 		$0 Hold
602
– – ﹤0.01% 1834
2022
Q1 		$0 Hold
602
– – ﹤0.01% 1744
2021
Q4 		$9K Buy
602
+258
+75% +$4.33K ﹤0.01% 886
2021
Q3 		$6K Sell
344
-173
-33% -$3.23K ﹤0.01% 947
2021
Q2 		$10K Sell
517
-403
-44% -$8.03K ﹤0.01% 771
2021
Q1 		$17K Sell
920
-9,460
-91% -$167K ﹤0.01% 691
2020
Q4 		$155K Buy
10,380
+146
+1% +$2.04K 0.02% 217
2020
Q3 		$123K Buy
10,234
+3,638
+55% +$45.2K 0.02% 203
2020
Q2 		$83K Buy
6,596
+3,076
+87% +$33.7K 0.02% 247
2020
Q1 		$36K Buy
3,520
+1,739
+98% +$25.8K 0.01% 304
2019
Q4 		$30K Buy
+1,781
New +$32.2K 0.01% 334

Ellevest Inc's WBK Position: Q3 2022 in Review

Ellevest Inc sold out of Westpac Banking Corporation (WBK) in Q3 2022, closing a stake of 602 shares.

Ellevest Inc first reported a position in WBK in Q4 2019 and held it in 11 quarters. The position peaked at $155K in Q4 2020. 0 funds tracked by Wall St. Rank hold WBK as of Q3 2022.

  • Ellevest Inc reported no remaining Westpac Banking Corporation position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 602 Westpac Banking Corporation shares in Q3 2022.
  • Ellevest Inc first reported a position in Westpac Banking Corporation in Q4 2019 and held it in 11 quarters.
  • Ellevest Inc's Westpac Banking Corporation position peaked at $155K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.