GCAC
WBK

Guardian Capital Advisors (Canada)’s Westpac Banking Corporation WBK Stock Holding History

Guardian Capital Advisors (Canada)’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
Q2 		– Sell
-22,950
Closed -$158K – 154
2020
Q1 		$158K Sell
22,950
-375
-2% -$5.57K 0.04% 123
2019
Q4 		$395K Sell
23,325
-7,775
-25% -$141K 0.05% 132
2019
Q3 		$599K Hold
31,100
– – 0.08% 110
2019
Q2 		$616K Sell
31,100
-1,250
-4% -$23.9K 0.08% 113
2019
Q1 		$623K Sell
32,350
-107,750
-77% -$2.01M 0.08% 107
2018
Q4 		$2.6M Sell
140,100
-25,870
-16% -$481K 0.38% 61
2018
Q3 		$3.19M Buy
165,970
+1,155
+0.7% +$24.4K 0.43% 60
2018
Q2 		$3.62M Buy
164,815
+375
+0.2% +$8.14K 0.49% 53
2018
Q1 		$3.67M Buy
164,440
+1,965
+1% +$47.1K 0.52% 52
2017
Q4 		$4.05M Buy
162,475
+12,355
+8% +$306K 0.53% 52
2017
Q3 		$3.94M Buy
150,120
+5,600
+4% +$141K 0.54% 51
2017
Q2 		$3.51M Buy
144,520
+5,085
+4% +$123K 0.5% 53
2017
Q1 		$3.62M Buy
139,435
+17,795
+15% +$453K 0.52% 51
2016
Q4 		$2.98M Buy
121,640
+45,750
+60% +$1.07M 0.43% 65
2016
Q3 		$1.74M Buy
75,890
+21,855
+40% +$496K 0.31% 79
2016
Q2 		$1.14M Buy
54,035
+10,760
+25% +$241K 0.21% 88
2016
Q1 		$1M Buy
43,275
+23,650
+121% +$526K 0.19% 91
2015
Q4 		$427K Buy
+19,625
New +$446K 0.09% 122

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s WBK Position: Q2 2020 in Review

Guardian Capital Advisors (Canada) sold out of Westpac Banking Corporation (WBK) in Q2 2020, closing a stake of 22,950 shares — an estimated $158K sold.

Guardian Capital Advisors (Canada) first reported a position in WBK in Q4 2015 and held it in 18 quarters. The position peaked at $4.05M in Q4 2017. 129 funds tracked by Wall St. Rank hold WBK as of Q2 2020.

  • Guardian Capital Advisors (Canada) reported no remaining Westpac Banking Corporation position as of Q2 2020 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 22,950 Westpac Banking Corporation shares in Q2 2020, an estimated $158K.
  • Guardian Capital Advisors (Canada) first reported a position in Westpac Banking Corporation in Q4 2015 and held it in 18 quarters.
  • Guardian Capital Advisors (Canada)'s Westpac Banking Corporation position peaked at $4.05M in Q4 2017.
  • 129 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2020.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q2 2020, filed 13 Aug 2020.