VAG
WBK

VisionPoint Advisory Group’s Westpac Banking Corporation WBK Stock Holding History

VisionPoint Advisory Group’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
-16,338
Closed -$277K – 161
2019
Q4 		$277K Buy
16,338
+1,734
+12% +$31.4K 0.12% 99
2019
Q3 		$283K Buy
+14,604
New +$286K 0.08% 108

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AG
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AC
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VisionPoint Advisory Group's WBK Position: Q1 2020 in Review

VisionPoint Advisory Group sold out of Westpac Banking Corporation (WBK) in Q1 2020, closing a stake of 16,338 shares — an estimated $277K sold.

VisionPoint Advisory Group first reported a position in WBK in Q3 2019 and held it in 2 quarters. The position peaked at $283K in Q3 2019. 128 funds tracked by Wall St. Rank hold WBK as of Q1 2020.

  • VisionPoint Advisory Group reported no remaining Westpac Banking Corporation position as of Q1 2020 after selling out during the quarter.
  • VisionPoint Advisory Group sold 16,338 Westpac Banking Corporation shares in Q1 2020, an estimated $277K.
  • VisionPoint Advisory Group first reported a position in Westpac Banking Corporation in Q3 2019 and held it in 2 quarters.
  • VisionPoint Advisory Group's Westpac Banking Corporation position peaked at $283K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2020.

Based on VisionPoint Advisory Group's 13F filing for Q1 2020, filed 15 May 2020.