PWPS
WBK

Pinnacle Wealth Planning Services’s Westpac Banking Corporation WBK Stock Holding History

Pinnacle Wealth Planning Services’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
2022
Q3 		– Sell
-12,663
Closed – – 460
2022
Q2 		$0 Hold
12,663
– – ﹤0.01% 497
2022
Q1 		$0 Sell
12,663
-1,613
-11% -$24.5K ﹤0.01% 496
2021
Q4 		$220K Buy
14,276
+1,206
+9% +$20.2K 0.04% 341
2021
Q3 		$242K Buy
13,070
+1,292
+11% +$24.1K 0.05% 286
2021
Q2 		$228K Buy
11,778
+125
+1% +$2.49K 0.05% 291
2021
Q1 		$216K Buy
11,653
+516
+5% +$9.11K 0.06% 285
2020
Q4 		$166K Buy
11,137
+13
+0.1% +$181 0.04% 321
2020
Q3 		$134K Sell
11,124
-216
-2% -$2.68K 0.04% 254
2020
Q2 		$142K Buy
+11,340
New +$124K 0.05% 241

Pinnacle Wealth Planning Services's WBK Position: Q3 2022 in Review

Pinnacle Wealth Planning Services sold out of Westpac Banking Corporation (WBK) in Q3 2022, closing a stake of 12,663 shares.

Pinnacle Wealth Planning Services first reported a position in WBK in Q2 2020 and held it in 9 quarters. The position peaked at $242K in Q3 2021. 0 funds tracked by Wall St. Rank hold WBK as of Q3 2022.

  • Pinnacle Wealth Planning Services reported no remaining Westpac Banking Corporation position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 12,663 Westpac Banking Corporation shares in Q3 2022.
  • Pinnacle Wealth Planning Services first reported a position in Westpac Banking Corporation in Q2 2020 and held it in 9 quarters.
  • Pinnacle Wealth Planning Services's Westpac Banking Corporation position peaked at $242K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2022, filed 9 Nov 2022.