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Lynx Investment Advisory’s Westamerica Bancorp WABC Stock Holding History

Lynx Investment Advisory’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
2024
Q3 		– Sell
-8
Closed -$388 – 769
2024
Q2 		$388 Buy
+8
New +$383 ﹤0.01% 771

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lynx Investment Advisory's WABC Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Westamerica Bancorp (WABC) in Q3 2024, closing a stake of 8 shares — an estimated $388 sold.

Lynx Investment Advisory first reported a position in WABC in Q2 2024 and held it in 1 quarter. The position peaked at $388 in Q2 2024. 194 funds tracked by Wall St. Rank hold WABC as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Westamerica Bancorp position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 8 Westamerica Bancorp shares in Q3 2024, an estimated $388.
  • Lynx Investment Advisory first reported a position in Westamerica Bancorp in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Westamerica Bancorp position peaked at $388 in Q2 2024.
  • 194 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.