FGAM
WBK

Financial Gravity Asset Management’s Westpac Banking Corporation WBK Stock Holding History

Financial Gravity Asset 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
2020
Q1 		– Sell
-6
Closed -$17K – 1462
2019
Q4 		$17K Hold
6
– – 0.01% 1076
2019
Q3 		$0 Hold
6
– – ﹤0.01% 1724
2019
Q2 		$0 Sell
6
-2
-25% -$38 ﹤0.01% 1864
2019
Q1 		$0 Buy
+8
New +$149 ﹤0.01% 1650
2018
Q3 		$3K Sell
168
-6
-3% -$127 ﹤0.01% 908
2018
Q2 		$4K Buy
174
+45
+35% +$977 ﹤0.01% 861
2018
Q1 		$3K Buy
+129
New +$3.09K ﹤0.01% 911

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Goldman Sachs
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Dimensional Fund Advisors
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Financial Gravity Asset Management's WBK Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Westpac Banking Corporation (WBK) in Q1 2020, closing a stake of 6 shares — an estimated $17K sold.

Financial Gravity Asset Management first reported a position in WBK in Q1 2018 and held it in 7 quarters. The position peaked at $17K in Q4 2019. 128 funds tracked by Wall St. Rank hold WBK as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining Westpac Banking Corporation position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 6 Westpac Banking Corporation shares in Q1 2020, an estimated $17K.
  • Financial Gravity Asset Management first reported a position in Westpac Banking Corporation in Q1 2018 and held it in 7 quarters.
  • Financial Gravity Asset Management's Westpac Banking Corporation position peaked at $17K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.