WAM
WBK

Wealthspire Advisors (Maryland)’s Westpac Banking Corporation WBK Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,883
Closed -$35K – 2505
2019
Q1 		$35K Sell
1,883
-180
-9% -$3.36K ﹤0.01% 1054
2018
Q4 		$36K Buy
2,063
+479
+30% +$8.9K ﹤0.01% 992
2018
Q3 		$32K Buy
1,584
+27
+2% +$571 ﹤0.01% 1127
2018
Q2 		$34K Sell
1,557
-137
-8% -$2.97K ﹤0.01% 1107
2018
Q1 		$38K Sell
1,694
-374
-18% -$8.96K ﹤0.01% 1097
2017
Q4 		$50K Buy
2,068
+14
+0.7% +$346 ﹤0.01% 1017
2017
Q3 		$52K Buy
2,054
+214
+12% +$5.38K 0.01% 974
2017
Q2 		$43K Buy
1,840
+308
+20% +$7.47K 0.01% 1004
2017
Q1 		$41K Buy
1,532
+966
+171% +$24.6K 0.01% 855
2016
Q4 		$13K Hold
566
– – ﹤0.01% 1154
2016
Q3 		$13K Hold
566
– – ﹤0.01% 1192
2016
Q2 		$13K Buy
566
+29
+5% +$649 ﹤0.01% 1149
2016
Q1 		$12K Buy
537
+50
+10% +$1.11K ﹤0.01% 1153
2015
Q4 		$12K Buy
+487
New +$11.1K ﹤0.01% 1159

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Westpac Banking Corporation (WBK) in Q2 2019, closing a stake of 1,883 shares — an estimated $35K sold.

Wealthspire Advisors (Maryland) first reported a position in WBK in Q4 2015 and held it in 14 quarters. The position peaked at $52K in Q3 2017. 148 funds tracked by Wall St. Rank hold WBK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Westpac Banking Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,883 Westpac Banking Corporation shares in Q2 2019, an estimated $35K.
  • Wealthspire Advisors (Maryland) first reported a position in Westpac Banking Corporation in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Westpac Banking Corporation position peaked at $52K in Q3 2017.
  • 148 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2019.

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