FPS
WBK

Fieldpoint Private Securities’s Westpac Banking Corporation WBK Stock Holding History

Fieldpoint Private Securities’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
Q2 		$0 Sell
220
-115
-34% – ﹤0.01% 1792
2022
Q1 		$0 Sell
335
-240
-42% -$3.64K ﹤0.01% 1783
2021
Q4 		$9K Buy
+575
New +$9.64K ﹤0.01% 1120

Other funds holding WBK

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Fieldpoint Private Securities's WBK Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Westpac Banking Corporation (WBK) stake by 34% in Q2 2022, cutting 115 shares and leaving 220 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Fieldpoint Private Securities first reported a position in WBK in Q4 2021 and has held it in 3 quarters since. The position peaked at $9K in Q4 2021. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Fieldpoint Private Securities held 220 shares of Westpac Banking Corporation worth $0 as of Q2 2022.
  • Fieldpoint Private Securities sold 115 Westpac Banking Corporation shares in Q2 2022.
  • Westpac Banking Corporation made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1792 holding.
  • Fieldpoint Private Securities first reported a position in Westpac Banking Corporation in Q4 2021 and has held it in 3 quarters since.
  • Fieldpoint Private Securities's Westpac Banking Corporation position peaked at $9K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.