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
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

Other funds holding WBK

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Financial Gravity Asset Management's WBK Position: Q4 2019 in Review

Financial Gravity Asset Management held its Westpac Banking Corporation (WBK) position steady in Q4 2019 at 6 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #1076.

Financial Gravity Asset Management first reported a position in WBK in Q1 2018 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold WBK as of Q4 2019.

Financial Gravity Asset Management held 6 shares of Westpac Banking Corporation worth $17K as of Q4 2019.
Financial Gravity Asset Management left its Westpac Banking Corporation share count unchanged in Q4 2019.
Westpac Banking Corporation made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1076 holding.
Financial Gravity Asset Management first reported a position in Westpac Banking Corporation in Q1 2018 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.