KPW
WBK

Kore Private Wealth’s Westpac Banking Corporation WBK Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-2,794
Closed -$34K – 1234
2020
Q2 		$34K Buy
2,794
+1,473
+112% +$16.1K 0.01% 547
2020
Q1 		$14K Buy
1,321
+195
+17% +$2.9K ﹤0.01% 648
2019
Q4 		$19K Buy
+1,126
New +$20.4K ﹤0.01% 642

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kore Private Wealth's WBK Position: Q3 2020 in Review

Kore Private Wealth sold out of Westpac Banking Corporation (WBK) in Q3 2020, closing a stake of 2,794 shares — an estimated $34K sold.

Kore Private Wealth first reported a position in WBK in Q4 2019 and held it in 3 quarters. The position peaked at $34K in Q2 2020. 123 funds tracked by Wall St. Rank hold WBK as of Q3 2020.

  • Kore Private Wealth reported no remaining Westpac Banking Corporation position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2,794 Westpac Banking Corporation shares in Q3 2020, an estimated $34K.
  • Kore Private Wealth first reported a position in Westpac Banking Corporation in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Westpac Banking Corporation position peaked at $34K in Q2 2020.
  • 123 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.