Valeo Financial Advisors’s Westpac Banking Corporation WBK Stock Holding History

Valeo Financial 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 Q2	–	Sell	-56	Closed	-$1K	–	2132
2021 Q1	$1K	Hold	56	–	–	﹤0.01%	1989
2020 Q4	$1K	Hold	56	–	–	﹤0.01%	1654
2020 Q3	$1K	Sell	56 -286	-84%	-$3.55K	﹤0.01%	1566
2020 Q2	$4K	Buy	342 +286	+511%	+$3.13K	﹤0.01%	1642
2020 Q1	$1K	Hold	56	–	–	﹤0.01%	1776
2019 Q4	$1K	Hold	56	–	–	﹤0.01%	1614
2019 Q3	$1K	Hold	56	–	–	﹤0.01%	1536
2019 Q2	$1K	Hold	56	–	–	﹤0.01%	1533
2019 Q1	$1K	Hold	56	–	–	﹤0.01%	1535
2018 Q4	$1K	Sell	56 -81	-59%	-$1.51K	﹤0.01%	1458
2018 Q3	$3K	Hold	137	–	–	﹤0.01%	1416
2018 Q2	$3K	Buy	137 +81	+145%	+$1.76K	﹤0.01%	1313
2018 Q1	$1K	Buy	+56	New	+$1.34K	﹤0.01%	1524

Other funds holding WBK

PPA

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Valeo Financial Advisors's WBK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2021, closing a stake of 56 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WBK in Q1 2018 and held it in 13 quarters. The position peaked at $4K in Q2 2020. 121 funds tracked by Wall St. Rank hold WBK as of Q2 2021.

Valeo Financial Advisors reported no remaining Westpac Banking Corporation position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 56 Westpac Banking Corporation shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Westpac Banking Corporation in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Westpac Banking Corporation position peaked at $4K in Q2 2020.
121 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.