TrueWealth LLC’s Westpac Banking Corporation WBK Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-175	Closed	-$3K	–	819
2019 Q4	$3K	Hold	175	–	–	﹤0.01%	660
2019 Q3	$3K	Hold	175	–	–	﹤0.01%	626
2019 Q2	$3K	Hold	175	–	–	﹤0.01%	644
2019 Q1	$3K	Hold	175	–	–	﹤0.01%	655
2018 Q4	$3K	Hold	175	–	–	﹤0.01%	642
2018 Q3	$4K	Hold	175	–	–	﹤0.01%	667
2018 Q2	$4K	Hold	175	–	–	﹤0.01%	679
2018 Q1	$4K	Hold	175	–	–	﹤0.01%	640
2017 Q4	$4K	Buy	+175	New	+$4.33K	﹤0.01%	743

Other funds holding WBK

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

PPA

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Athos Capital Hong Kong $324M AUM 16.62% 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

TrueWealth LLC's WBK Position: Q1 2020 in Review

TrueWealth LLC sold out of Westpac Banking Corporation (WBK) in Q1 2020, closing a stake of 175 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in WBK in Q4 2017 and held it in 9 quarters. The position peaked at $4K in Q3 2018. 128 funds tracked by Wall St. Rank hold WBK as of Q1 2020.

TrueWealth LLC reported no remaining Westpac Banking Corporation position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 175 Westpac Banking Corporation shares in Q1 2020, an estimated $3K.
TrueWealth LLC first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 9 quarters.
TrueWealth LLC's Westpac Banking Corporation position peaked at $4K in Q3 2018.
128 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.