Steward Partners Investment Advisory’s Westpac Banking Corporation WBK Stock Holding History

Steward Partners Investment Advisory’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	-50	Closed	-$1K	–	2938
2020 Q2	$1K	Buy	+50	New	+$548	﹤0.01%	2646
2019 Q4	–	Sell	-1,750	Closed	-$34K	–	2880
2019 Q3	$34K	Hold	1,750	–	–	﹤0.01%	1524
2019 Q2	$34K	Buy	+1,750	New	+$33.5K	﹤0.01%	1491
2018 Q4	–	Sell	-1,750	Closed	-$35K	–	2606
2018 Q3	$35K	Hold	1,750	–	–	﹤0.01%	1335
2018 Q2	$38K	Sell	1,750 -120	-6%	-$2.6K	﹤0.01%	1213
2018 Q1	$41K	Buy	1,870 +60	+3%	+$1.44K	﹤0.01%	1072
2017 Q4	$44K	Buy	1,810 +60	+3%	+$1.48K	﹤0.01%	878
2017 Q3	$44K	Hold	1,750	–	–	﹤0.01%	726
2017 Q2	$40K	Hold	1,750	–	–	﹤0.01%	679
2017 Q1	$46K	Buy	+1,750	New	+$44.5K	0.01%	569

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 $552B AUM 44.19% 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

Steward Partners Investment Advisory's WBK Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of Westpac Banking Corporation (WBK) in Q3 2020, closing a stake of 50 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in WBK in Q1 2017 and held it in 10 quarters. The position peaked at $46K in Q1 2017. 123 funds tracked by Wall St. Rank hold WBK as of Q3 2020.

Steward Partners Investment Advisory reported no remaining Westpac Banking Corporation position as of Q3 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 50 Westpac Banking Corporation shares in Q3 2020, an estimated $1K.
Steward Partners Investment Advisory first reported a position in Westpac Banking Corporation in Q1 2017 and held it in 10 quarters.
Steward Partners Investment Advisory's Westpac Banking Corporation position peaked at $46K in Q1 2017.
123 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.