JWA
WBK

JFS Wealth Advisors’s Westpac Banking Corporation WBK Stock Holding History

JFS Wealth 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
2022
Q1 		– Sell
-351
Closed -$5K – 2027
2021
Q4 		$5K Buy
+351
New +$5.89K ﹤0.01% 821

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AP
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YCM
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CGL
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MNBTD
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ANI
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LSAG
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JFS Wealth Advisors's WBK Position: Q1 2022 in Review

JFS Wealth Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 351 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in WBK in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • JFS Wealth Advisors reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 351 Westpac Banking Corporation shares in Q1 2022, an estimated $5K.
  • JFS Wealth Advisors first reported a position in Westpac Banking Corporation in Q4 2021 and held it in 1 quarter.
  • JFS Wealth Advisors's Westpac Banking Corporation position peaked at $5K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.