Private Advisor Group’s Westpac Banking Corporation WBK Stock Holding History

Private Advisor 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
2020 Q3	–	Sell	-2,047	Closed	-$26K	–	3969
2020 Q2	$26K	Buy	+2,047	New	+$22.4K	﹤0.01%	2452
2019 Q3	–	Sell	-21,988	Closed	-$382K	–	1833
2019 Q2	$382K	Buy	+21,988	New	+$421K	0.01%	1167
2017 Q2	–	Sell	-8,821	Closed	-$236K	–	1511
2017 Q1	$236K	Buy	+8,821	New	+$224K	0.01%	1192

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Advisor Group's WBK Position: Q3 2020 in Review

Private Advisor Group sold out of Westpac Banking Corporation (WBK) in Q3 2020, closing a stake of 2,047 shares — an estimated $26K sold.

Private Advisor Group first reported a position in WBK in Q1 2017 and held it in 3 quarters. The position peaked at $382K in Q2 2019. 123 funds tracked by Wall St. Rank hold WBK as of Q3 2020.

Private Advisor Group reported no remaining Westpac Banking Corporation position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 2,047 Westpac Banking Corporation shares in Q3 2020, an estimated $26K.
Private Advisor Group first reported a position in Westpac Banking Corporation in Q1 2017 and held it in 3 quarters.
Private Advisor Group's Westpac Banking Corporation position peaked at $382K in Q2 2019.
123 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.