FFG
WBK

Fortem Financial Group’s Westpac Banking Corporation WBK Stock Holding History

Fortem Financial Group’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
-15,838
Closed -$293K – 169
2019
Q1 		$293K Sell
15,838
-138
-0.9% -$2.57K 0.3% 68
2018
Q4 		$279K Buy
+15,976
New +$297K 0.34% 66

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AG
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Royal Bank of Canada
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortem Financial Group's WBK Position: Q2 2019 in Review

Fortem Financial Group sold out of Westpac Banking Corporation (WBK) in Q2 2019, closing a stake of 15,838 shares — an estimated $293K sold.

Fortem Financial Group first reported a position in WBK in Q4 2018 and held it in 2 quarters. The position peaked at $293K in Q1 2019. 148 funds tracked by Wall St. Rank hold WBK as of Q2 2019.

  • Fortem Financial Group reported no remaining Westpac Banking Corporation position as of Q2 2019 after selling out during the quarter.
  • Fortem Financial Group sold 15,838 Westpac Banking Corporation shares in Q2 2019, an estimated $293K.
  • Fortem Financial Group first reported a position in Westpac Banking Corporation in Q4 2018 and held it in 2 quarters.
  • Fortem Financial Group's Westpac Banking Corporation position peaked at $293K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2019.

Based on Fortem Financial Group's 13F filing for Q2 2019, filed 9 Aug 2019.