WCM
WBK

Weld Capital Management’s Westpac Banking Corporation WBK Stock Holding History

Weld Capital Management’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
-20,027
Closed -$370K – 1049
2019
Q1 		$370K Sell
20,027
-27,864
-58% -$520K 0.07% 460
2018
Q4 		$837K Buy
+47,891
New +$890K 0.19% 186

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Renaissance Technologies
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Goldman Sachs
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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

Weld Capital Management's WBK Position: Q2 2019 in Review

Weld Capital Management sold out of Westpac Banking Corporation (WBK) in Q2 2019, closing a stake of 20,027 shares — an estimated $370K sold.

Weld Capital Management first reported a position in WBK in Q4 2018 and held it in 2 quarters. The position peaked at $837K in Q4 2018. 148 funds tracked by Wall St. Rank hold WBK as of Q2 2019.

  • Weld Capital Management reported no remaining Westpac Banking Corporation position as of Q2 2019 after selling out during the quarter.
  • Weld Capital Management sold 20,027 Westpac Banking Corporation shares in Q2 2019, an estimated $370K.
  • Weld Capital Management first reported a position in Westpac Banking Corporation in Q4 2018 and held it in 2 quarters.
  • Weld Capital Management's Westpac Banking Corporation position peaked at $837K in Q4 2018.
  • 148 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2019.

Based on Weld Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.