OPS
WBK

Orion Portfolio Solutions’s Westpac Banking Corporation WBK Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-517
Closed -$6K – 2426
2020
Q2 		$6K Buy
517
+131
+34% +$1.44K ﹤0.01% 1439
2020
Q1 		$4K Buy
+386
New +$5.73K ﹤0.01% 1420

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's WBK Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Westpac Banking Corporation (WBK) in Q3 2020, closing a stake of 517 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in WBK in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 123 funds tracked by Wall St. Rank hold WBK as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Westpac Banking Corporation position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 517 Westpac Banking Corporation shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in Westpac Banking Corporation in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Westpac Banking Corporation position peaked at $6K in Q2 2020.
  • 123 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.