WQ
WBK

Wealth Quarterback’s Westpac Banking Corporation WBK Stock Holding History

Wealth Quarterback’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
-533
Closed -$5.46K – 920
2020
Q1 		$5.46K Sell
533
-6,971
-93% -$104K 0.01% 595
2019
Q4 		$9.17K Buy
+7,504
New +$136K 0.01% 549

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

Wealth Quarterback's WBK Position: Q2 2020 in Review

Wealth Quarterback sold out of Westpac Banking Corporation (WBK) in Q2 2020, closing a stake of 533 shares — an estimated $5.46K sold.

Wealth Quarterback first reported a position in WBK in Q4 2019 and held it in 2 quarters. The position peaked at $9.17K in Q4 2019. 129 funds tracked by Wall St. Rank hold WBK as of Q2 2020.

  • Wealth Quarterback reported no remaining Westpac Banking Corporation position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 533 Westpac Banking Corporation shares in Q2 2020, an estimated $5.46K.
  • Wealth Quarterback first reported a position in Westpac Banking Corporation in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's Westpac Banking Corporation position peaked at $9.17K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.