RPWA
WBK

Regent Peak Wealth Advisors’s Westpac Banking Corporation WBK Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-256
Closed -$4K – 1162
2020
Q4 		$4K Buy
+256
New +$3.57K ﹤0.01% 725

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Regent Peak Wealth Advisors's WBK Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2021, closing a stake of 256 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in WBK in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 117 funds tracked by Wall St. Rank hold WBK as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Westpac Banking Corporation position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 256 Westpac Banking Corporation shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in Westpac Banking Corporation in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Westpac Banking Corporation position peaked at $4K in Q4 2020.
  • 117 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.