Lenox Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Lenox Wealth Management’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 Q2	$1K	Sell	108 -729	-87%	-$7.99K	﹤0.01%	718
2020 Q1	$8K	Buy	837 +746	+820%	+$11.1K	﹤0.01%	430
2019 Q4	$2K	Hold	91	–	–	﹤0.01%	656
2019 Q3	$1K	Hold	91	–	–	﹤0.01%	688
2019 Q2	$1K	Hold	91	–	–	﹤0.01%	665
2019 Q1	$2K	Hold	91	–	–	﹤0.01%	627
2018 Q4	$2K	Buy	91 +58	+176%	+$1.08K	﹤0.01%	583
2018 Q3	$2K	Buy	+33	New	+$698	﹤0.01%	597

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Lenox Wealth Management's WBK Position: Q2 2020 in Review

Lenox Wealth Management reduced its Westpac Banking Corporation (WBK) stake by 87% in Q2 2020, selling an estimated $7.99K and leaving 108 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Lenox Wealth Management first reported a position in WBK in Q3 2018 and has held it in 8 quarters since. The position peaked at $8K in Q1 2020. 129 funds tracked by Wall St. Rank hold WBK as of Q2 2020.

Lenox Wealth Management held 108 shares of Westpac Banking Corporation worth $1K as of Q2 2020.
Lenox Wealth Management sold 729 Westpac Banking Corporation shares in Q2 2020, an estimated $7.99K.
Westpac Banking Corporation made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #718 holding.
Lenox Wealth Management first reported a position in Westpac Banking Corporation in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Westpac Banking Corporation position peaked at $8K in Q1 2020.
129 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.