FAG
WBK

Fortitude Advisory Group’s Westpac Banking Corporation WBK Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-326
Closed – – 1463
2022
Q1 		$0 Hold
326
– – ﹤0.01% 1635
2021
Q4 		$5K Buy
+326
New +$5.47K ﹤0.01% 1208

Other funds holding WBK

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Fortitude Advisory Group's WBK Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 326 shares.

Fortitude Advisory Group first reported a position in WBK in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 326 Westpac Banking Corporation shares in Q2 2022.
  • Fortitude Advisory Group first reported a position in Westpac Banking Corporation in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Westpac Banking Corporation position peaked at $5K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.