WAM
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Wealthspire Advisors (Maryland)’s Westamerica Bancorp WABC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-665
Closed -$41K – 2019
2019
Q1 		$41K Sell
665
-48
-7% -$2.98K ﹤0.01% 966
2018
Q4 		$40K Buy
713
+25
+4% +$1.47K ﹤0.01% 955
2018
Q3 		$41K Buy
688
+5
+0.7% +$307 ﹤0.01% 1037
2018
Q2 		$39K Buy
683
+26
+4% +$1.5K ﹤0.01% 1076
2018
Q1 		$38K Buy
657
+18
+3% +$1.07K ﹤0.01% 1094
2017
Q4 		$38K Buy
639
+106
+20% +$6.23K ﹤0.01% 1116
2017
Q3 		$32K Buy
533
+76
+17% +$4.09K ﹤0.01% 1135
2017
Q2 		$26K Sell
457
-6
-1% -$327 ﹤0.01% 1171
2017
Q1 		$26K Sell
463
-12
-3% -$691 ﹤0.01% 1001
2016
Q4 		$30K Sell
475
-96
-17% -$5.43K ﹤0.01% 909
2016
Q3 		$29K Buy
571
+113
+25% +$5.5K ﹤0.01% 955
2016
Q2 		$23K Buy
458
+78
+21% +$3.78K ﹤0.01% 960
2016
Q1 		$19K Buy
380
+48
+14% +$2.19K ﹤0.01% 992
2015
Q4 		$16K Buy
+332
New +$15.4K ﹤0.01% 1053

Other funds holding WABC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WABC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Westamerica Bancorp (WABC) in Q2 2019, closing a stake of 665 shares — an estimated $41K sold.

Wealthspire Advisors (Maryland) first reported a position in WABC in Q4 2015 and held it in 14 quarters. The position peaked at $41K in Q1 2019. 165 funds tracked by Wall St. Rank hold WABC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Westamerica Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 665 Westamerica Bancorp shares in Q2 2019, an estimated $41K.
  • Wealthspire Advisors (Maryland) first reported a position in Westamerica Bancorp in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Westamerica Bancorp position peaked at $41K in Q1 2019.
  • 165 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.