Flagship Harbor Advisors’s Westpac Banking Corporation WBK Stock Holding History

Flagship Harbor 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
2020 Q4	–	Sell	-700	Closed	-$8K	–	2027
2020 Q3	$8K	Buy	+700	New	+$8.69K	﹤0.01%	1416
2020 Q1	–	Sell	-550	Closed	-$9K	–	2057
2019 Q4	$9K	Sell	550 -1,000	-65%	-$18.1K	﹤0.01%	1386
2019 Q3	$30K	Buy	1,550 +350	+29%	+$6.85K	0.01%	948
2019 Q2	$23K	Buy	1,200 +1,090	+991%	+$20.9K	﹤0.01%	1029
2019 Q1	$2K	Buy	+110	New	+$2.05K	﹤0.01%	1729

Other funds holding WBK

PPA

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

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

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

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

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

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Flagship Harbor Advisors's WBK Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Westpac Banking Corporation (WBK) in Q4 2020, closing a stake of 700 shares — an estimated $8K sold.

Flagship Harbor Advisors first reported a position in WBK in Q1 2019 and held it in 5 quarters. The position peaked at $30K in Q3 2019. 119 funds tracked by Wall St. Rank hold WBK as of Q4 2020.

Flagship Harbor Advisors reported no remaining Westpac Banking Corporation position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 700 Westpac Banking Corporation shares in Q4 2020, an estimated $8K.
Flagship Harbor Advisors first reported a position in Westpac Banking Corporation in Q1 2019 and held it in 5 quarters.
Flagship Harbor Advisors's Westpac Banking Corporation position peaked at $30K in Q3 2019.
119 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.