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Prestige Wealth Management Group’s Westamerica Bancorp WABC Stock Holding History

Prestige Wealth Management Group’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
2023
Q1 		– Sell
-48
Closed -$2.83K – 1163
2022
Q4 		$2.83K Hold
48
– – ﹤0.01% 756
2022
Q3 		$3K Hold
48
– – ﹤0.01% 695
2022
Q2 		$3K Hold
48
– – ﹤0.01% 714
2022
Q1 		$3K Hold
48
– – ﹤0.01% 739
2021
Q4 		$3K Buy
+48
New +$2.7K ﹤0.01% 756
2021
Q3 		– Sell
-31
Closed -$2K – 1061
2021
Q2 		$2K Sell
31
-52
-63% -$3.25K ﹤0.01% 834
2021
Q1 		$5K Buy
+83
New +$5.06K ﹤0.01% 638

Other funds holding WABC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Prestige Wealth Management Group's WABC Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Westamerica Bancorp (WABC) in Q1 2023, closing a stake of 48 shares — an estimated $2.83K sold.

Prestige Wealth Management Group first reported a position in WABC in Q1 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2021. 191 funds tracked by Wall St. Rank hold WABC as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Westamerica Bancorp position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 48 Westamerica Bancorp shares in Q1 2023, an estimated $2.83K.
  • Prestige Wealth Management Group first reported a position in Westamerica Bancorp in Q1 2021 and held it in 7 quarters.
  • Prestige Wealth Management Group's Westamerica Bancorp position peaked at $5K in Q1 2021.
  • 191 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.