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Legacy Financial Advisors’s Westamerica Bancorp WABC Stock Holding History

Legacy Financial 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
Q2 		– Sell
-412
Closed -$25K – 890
2019
Q1 		$25K Hold
412
– – 0.01% 413
2018
Q4 		$23K Buy
+412
New +$24.2K 0.01% 383

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's WABC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Westamerica Bancorp (WABC) in Q2 2019, closing a stake of 412 shares — an estimated $25K sold.

Legacy Financial Advisors first reported a position in WABC in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 165 funds tracked by Wall St. Rank hold WABC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Westamerica Bancorp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 412 Westamerica Bancorp shares in Q2 2019, an estimated $25K.
  • Legacy Financial Advisors first reported a position in Westamerica Bancorp in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Westamerica Bancorp position peaked at $25K in Q1 2019.
  • 165 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.