Wealth Advisors of Tampa Bay’s Westpac Banking Corporation WBK Stock Holding History

Wealth Advisors of Tampa Bay’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
2019 Q4	–	Sell	-164,222	Closed	-$3.28M	–	68
2019 Q3	$3.28M	Sell	164,222 -16,933	-9%	-$331K	2.72%	9
2019 Q2	$3.61M	Sell	181,155 -2,625	-1%	-$50.3K	2.62%	9
2019 Q1	$3.4M	Buy	+183,780	New	+$3.43M	2.47%	14

Other funds holding WBK

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

PPA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealth Advisors of Tampa Bay's WBK Position: Q4 2019 in Review

Wealth Advisors of Tampa Bay sold out of Westpac Banking Corporation (WBK) in Q4 2019, closing a stake of 164,222 shares — an estimated $3.28M sold.

Wealth Advisors of Tampa Bay first reported a position in WBK in Q1 2019 and held it in 3 quarters. The position peaked at $3.61M in Q2 2019. 146 funds tracked by Wall St. Rank hold WBK as of Q4 2019.

Wealth Advisors of Tampa Bay reported no remaining Westpac Banking Corporation position as of Q4 2019 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 164,222 Westpac Banking Corporation shares in Q4 2019, an estimated $3.28M.
Wealth Advisors of Tampa Bay first reported a position in Westpac Banking Corporation in Q1 2019 and held it in 3 quarters.
Wealth Advisors of Tampa Bay's Westpac Banking Corporation position peaked at $3.61M in Q2 2019.
146 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2019, filed 23 Jan 2020.