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

Liberty 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
2019 Q4	–	Sell	-42	Closed	-$1K	–	983
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	848
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	889
2019 Q1	$0	Hold	42	–	–	﹤0.01%	892
2018 Q4	$0	Buy	+42	New	+$781	﹤0.01%	820

Other funds holding WBK

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

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

PPA

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Liberty Wealth Management's WBK Position: Q4 2019 in Review

Liberty Wealth Management sold out of Westpac Banking Corporation (WBK) in Q4 2019, closing a stake of 42 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in WBK in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 146 funds tracked by Wall St. Rank hold WBK as of Q4 2019.

Liberty Wealth Management reported no remaining Westpac Banking Corporation position as of Q4 2019 after selling out during the quarter.
Liberty Wealth Management sold 42 Westpac Banking Corporation shares in Q4 2019, an estimated $1K.
Liberty Wealth Management first reported a position in Westpac Banking Corporation in Q4 2018 and held it in 4 quarters.
Liberty Wealth Management's Westpac Banking Corporation position peaked at $1K in Q3 2019.
146 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.