FGC
WBK

Financial Gravity Companies’s Westpac Banking Corporation WBK Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$0 Buy
+22
New +$409 ﹤0.01% 1602
2018
Q1 		$3K Sell
129
-78
-38% -$1.87K ﹤0.01% 911
2017
Q4 		$5K Buy
+207
New +$5.12K 0.01% 742

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Renaissance Technologies
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Financial Gravity Companies's WBK Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Westpac Banking Corporation (WBK) in Q4 2018: 22 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WBK as recently as Q1 2018.

Financial Gravity Companies first reported a position in WBK in Q4 2017 and has held it in 3 quarters since. The position peaked at $5K in Q4 2017. 159 funds tracked by Wall St. Rank hold WBK as of Q4 2018.

  • Financial Gravity Companies held 22 shares of Westpac Banking Corporation worth $0 as of Q4 2018.
  • Westpac Banking Corporation was a new Financial Gravity Companies position in Q4 2018.
  • Westpac Banking Corporation made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1602 holding.
  • Financial Gravity Companies first reported a position in Westpac Banking Corporation in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Westpac Banking Corporation position peaked at $5K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.