FCA
WBK

FinTrust Capital Advisors’s Westpac Banking Corporation WBK Stock Holding History

FinTrust Capital Advisors’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
Q2 		– Sell
-590
Closed -$11K – 1343
2019
Q1 		$11K Sell
590
-155
-21% -$2.89K ﹤0.01% 767
2018
Q4 		$13K Buy
+745
New +$13.8K 0.01% 716

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AG
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Royal Bank of Canada
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Bank of America
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RJA
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Dimensional Fund Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FinTrust Capital Advisors's WBK Position: Q2 2019 in Review

FinTrust Capital Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2019, closing a stake of 590 shares — an estimated $11K sold.

FinTrust Capital Advisors first reported a position in WBK in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2018. 148 funds tracked by Wall St. Rank hold WBK as of Q2 2019.

  • FinTrust Capital Advisors reported no remaining Westpac Banking Corporation position as of Q2 2019 after selling out during the quarter.
  • FinTrust Capital Advisors sold 590 Westpac Banking Corporation shares in Q2 2019, an estimated $11K.
  • FinTrust Capital Advisors first reported a position in Westpac Banking Corporation in Q4 2018 and held it in 2 quarters.
  • FinTrust Capital Advisors's Westpac Banking Corporation position peaked at $13K in Q4 2018.
  • 148 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2019.

Based on FinTrust Capital Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.