LFA
WBK

Legacy Financial Advisors’s Westpac Banking Corporation WBK Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-265
Closed -$5K – 1060
2019
Q1 		$5K Buy
265
+170
+179% +$3.17K ﹤0.01% 794
2018
Q4 		$2K Buy
+95
New +$1.77K ﹤0.01% 870
2018
Q2 		– Sell
-692
Closed -$15K – 981
2018
Q1 		$15K Buy
692
+483
+231% +$11.6K 0.01% 409
2017
Q4 		$5K Buy
+209
New +$5.17K ﹤0.01% 656

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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2019, closing a stake of 265 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in WBK in Q4 2017 and held it in 4 quarters. The position peaked at $15K in Q1 2018. 148 funds tracked by Wall St. Rank hold WBK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Westpac Banking Corporation position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 265 Westpac Banking Corporation shares in Q2 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Westpac Banking Corporation position peaked at $15K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2019.

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