WANY
WBK

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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-1,133
Closed -$20K – 930
2018
Q4 		$20K Buy
+1,133
New +$21.1K ﹤0.01% 347

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Wealthspire Advisors (New York)'s WBK Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Westpac Banking Corporation (WBK) in Q1 2019, closing a stake of 1,133 shares — an estimated $20K sold.

Wealthspire Advisors (New York) first reported a position in WBK in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 155 funds tracked by Wall St. Rank hold WBK as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Westpac Banking Corporation position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,133 Westpac Banking Corporation shares in Q1 2019, an estimated $20K.
  • Wealthspire Advisors (New York) first reported a position in Westpac Banking Corporation in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Westpac Banking Corporation position peaked at $20K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.