TFS
WBK

TrustCore Financial Services’s Westpac Banking Corporation WBK Stock Holding History

TrustCore Financial Services’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
Q2 		– Sell
-177
Closed -$2K – 998
2020
Q1 		$2K Hold
177
– – ﹤0.01% 805
2019
Q4 		$3K Hold
177
– – ﹤0.01% 813
2019
Q3 		$4K Hold
177
– – ﹤0.01% 806
2019
Q2 		$4K Hold
177
– – ﹤0.01% 790
2019
Q1 		$3K Buy
+177
New +$3.3K ﹤0.01% 748

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

TrustCore Financial Services's WBK Position: Q2 2020 in Review

TrustCore Financial Services sold out of Westpac Banking Corporation (WBK) in Q2 2020, closing a stake of 177 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in WBK in Q1 2019 and held it in 5 quarters. The position peaked at $4K in Q3 2019. 129 funds tracked by Wall St. Rank hold WBK as of Q2 2020.

  • TrustCore Financial Services reported no remaining Westpac Banking Corporation position as of Q2 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 177 Westpac Banking Corporation shares in Q2 2020, an estimated $2K.
  • TrustCore Financial Services first reported a position in Westpac Banking Corporation in Q1 2019 and held it in 5 quarters.
  • TrustCore Financial Services's Westpac Banking Corporation position peaked at $4K in Q3 2019.
  • 129 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2020.

Based on TrustCore Financial Services's 13F filing for Q2 2020, filed 29 Jul 2020.