Ken Fisher
WBK

Ken Fisher’s Westpac Banking Corporation WBK Stock Holding History

Ken Fisher’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
Q1 		– Sell
-20,605
Closed -$350K – 877
2019
Q4 		$350K Sell
20,605
-1,690
-8% -$30.6K ﹤0.01% 698
2019
Q3 		$446K Buy
22,295
+668
+3% +$13.1K ﹤0.01% 705
2019
Q2 		$431K Buy
21,627
+2,162
+11% +$41.4K ﹤0.01% 687
2019
Q1 		$360K Buy
19,465
+2,023
+12% +$37.7K ﹤0.01% 688
2018
Q4 		$305K Buy
17,442
+1,986
+13% +$36.9K ﹤0.01% 716
2018
Q3 		$309K Sell
15,456
-185
-1% -$3.91K ﹤0.01% 706
2018
Q2 		$339K Sell
15,641
-282
-2% -$6.12K ﹤0.01% 691
2018
Q1 		$353K Buy
15,923
+907
+6% +$21.7K ﹤0.01% 659
2017
Q4 		$366K Buy
15,016
+1,133
+8% +$28K ﹤0.01% 697
2017
Q3 		$350K Buy
13,883
+20
+0.1% +$502 ﹤0.01% 662
2017
Q2 		$324K Buy
13,863
+2,354
+20% +$57.1K ﹤0.01% 644
2017
Q1 		$308K Buy
11,509
+44
+0.4% +$1.12K ﹤0.01% 624
2016
Q4 		$269K Sell
11,465
-7,464
-39% -$175K ﹤0.01% 637
2016
Q3 		$430K Buy
18,929
+2,210
+13% +$50.2K ﹤0.01% 587
2016
Q2 		$369K Sell
16,719
-1,354
-7% -$30.3K ﹤0.01% 592
2016
Q1 		$429K Buy
18,073
+6,429
+55% +$143K ﹤0.01% 578
2015
Q4 		$282K Buy
11,644
+786
+7% +$17.9K ﹤0.01% 631
2015
Q3 		$229K Sell
10,858
-23
-0.2% -$537 ﹤0.01% 619
2015
Q2 		$269K Hold
10,881
– – ﹤0.01% 515
2015
Q1 		$325K Buy
10,881
+2,421
+29% +$69.5K ﹤0.01% 485
2014
Q4 		$228K Buy
+8,460
New +$239K ﹤0.01% 530

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Athos Capital Hong Kong $324M AUM 16.62% 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

Ken Fisher's WBK Position: Q1 2020 in Review

Ken Fisher sold out of Westpac Banking Corporation (WBK) in Q1 2020, closing a stake of 20,605 shares — an estimated $350K sold.

Ken Fisher first reported a position in WBK in Q4 2014 and held it in 21 quarters. The position peaked at $446K in Q3 2019. 128 funds tracked by Wall St. Rank hold WBK as of Q1 2020.

  • Ken Fisher reported no remaining Westpac Banking Corporation position as of Q1 2020 after selling out during the quarter.
  • Ken Fisher sold 20,605 Westpac Banking Corporation shares in Q1 2020, an estimated $350K.
  • Ken Fisher first reported a position in Westpac Banking Corporation in Q4 2014 and held it in 21 quarters.
  • Ken Fisher's Westpac Banking Corporation position peaked at $446K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2020.

Based on Fisher Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.