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JOYN Advisors’s Westamerica Bancorp WABC Stock Holding History

JOYN Advisors’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9
Closed -$1K – 1391
2018
Q4 		$1K Sell
9
-6
-40% -$353 ﹤0.01% 1689
2018
Q3 		$1K Hold
15
– – ﹤0.01% 1685
2018
Q2 		$1K Buy
15
+12
+400% +$694 ﹤0.01% 1670
2018
Q1 		$0 Buy
+3
New +$178 ﹤0.01% 1425

Other funds holding WABC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JOYN Advisors's WABC Position: Q1 2019 in Review

JOYN Advisors sold out of Westamerica Bancorp (WABC) in Q1 2019, closing a stake of 9 shares — an estimated $1K sold.

JOYN Advisors first reported a position in WABC in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 159 funds tracked by Wall St. Rank hold WABC as of Q1 2019.

  • JOYN Advisors reported no remaining Westamerica Bancorp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 9 Westamerica Bancorp shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in Westamerica Bancorp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Westamerica Bancorp position peaked at $1K in Q4 2018.
  • 159 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.