Prestige Wealth Management Group’s Westpac Banking Corporation WBK Stock Holding History

Prestige Wealth Management Group’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	-460	Closed	-$9K	–	711
2019 Q3	$9K	Hold	460	–	–	0.01%	355
2019 Q2	$9K	Hold	460	–	–	0.01%	343
2019 Q1	$9K	Sell	460 -447	-49%	-$8.34K	0.01%	349
2018 Q4	$16K	Buy	+907	New	+$16.9K	0.01%	359

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

Prestige Wealth Management Group's WBK Position: Q4 2019 in Review

Prestige Wealth Management Group sold out of Westpac Banking Corporation (WBK) in Q4 2019, closing a stake of 460 shares — an estimated $9K sold.

Prestige Wealth Management Group first reported a position in WBK in Q4 2018 and held it in 4 quarters. The position peaked at $16K in Q4 2018. 146 funds tracked by Wall St. Rank hold WBK as of Q4 2019.

Prestige Wealth Management Group reported no remaining Westpac Banking Corporation position as of Q4 2019 after selling out during the quarter.
Prestige Wealth Management Group sold 460 Westpac Banking Corporation shares in Q4 2019, an estimated $9K.
Prestige Wealth Management Group first reported a position in Westpac Banking Corporation in Q4 2018 and held it in 4 quarters.
Prestige Wealth Management Group's Westpac Banking Corporation position peaked at $16K in Q4 2018.
146 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2019.

Based on Prestige Wealth Management Group's 13F filing for Q4 2019, filed 28 Jan 2020.