1832 Asset Management’s Westpac Banking Corporation WBK Stock Holding History

1832 Asset 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
2022 Q1	–	Sell	-1,375	Closed	-$22K	–	1015
2021 Q4	$22K	Hold	1,375	–	–	﹤0.01%	626
2021 Q3	$26K	Hold	1,375	–	–	﹤0.01%	778
2021 Q2	$27K	Hold	1,375	–	–	﹤0.01%	652
2021 Q1	$25K	Hold	1,375	–	–	﹤0.01%	620
2020 Q4	$21K	Hold	1,375	–	–	﹤0.01%	644
2020 Q3	$17K	Hold	1,375	–	–	﹤0.01%	628
2020 Q2	$17K	Hold	1,375	–	–	﹤0.01%	599
2020 Q1	$14K	Hold	1,375	–	–	﹤0.01%	622
2019 Q4	$23K	Hold	1,375	–	–	﹤0.01%	588
2019 Q3	$28K	Hold	1,375	–	–	﹤0.01%	592
2019 Q2	$27K	Hold	1,375	–	–	﹤0.01%	606
2019 Q1	$25K	Hold	1,375	–	–	﹤0.01%	542
2018 Q4	$24K	Hold	1,375	–	–	﹤0.01%	520
2018 Q3	$28K	Hold	1,375	–	–	﹤0.01%	570
2018 Q2	$30K	Hold	1,375	–	–	﹤0.01%	536
2018 Q1	$30K	Hold	1,375	–	–	﹤0.01%	555
2017 Q4	$33K	Hold	1,375	–	–	﹤0.01%	568
2017 Q3	$35K	Hold	1,375	–	–	﹤0.01%	581
2017 Q2	$32K	Hold	1,375	–	–	﹤0.01%	568
2017 Q1	$37K	Sell	1,375 -1,575	-53%	-$40.1K	﹤0.01%	608
2016 Q4	$70K	Buy	2,950 +1,575	+115%	+$36.8K	﹤0.01%	660
2016 Q3	$31K	Hold	1,375	–	–	﹤0.01%	557
2016 Q2	$30K	Hold	1,375	–	–	﹤0.01%	553
2016 Q1	$32K	Hold	1,375	–	–	﹤0.01%	508
2015 Q4	$33K	Hold	1,375	–	–	﹤0.01%	525
2015 Q3	$29K	Hold	1,375	–	–	﹤0.01%	519
2015 Q2	$34K	Hold	1,375	–	–	﹤0.01%	551
2015 Q1	$41K	Hold	1,375	–	–	﹤0.01%	501
2014 Q4	$37K	Hold	1,375	–	–	﹤0.01%	518
2014 Q3	$39K	Hold	1,375	–	–	﹤0.01%	520
2014 Q2	$44K	Hold	1,375	–	–	﹤0.01%	513
2014 Q1	$44K	Buy	+1,375	New	+$40.3K	﹤0.01%	514

Other funds holding WBK

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

ANI

American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

1832 Asset Management's WBK Position: Q1 2022 in Review

1832 Asset Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 1,375 shares — an estimated $22K sold.

1832 Asset Management first reported a position in WBK in Q1 2014 and held it in 32 quarters. The position peaked at $70K in Q4 2016. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

1832 Asset Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
1832 Asset Management sold 1,375 Westpac Banking Corporation shares in Q1 2022, an estimated $22K.
1832 Asset Management first reported a position in Westpac Banking Corporation in Q1 2014 and held it in 32 quarters.
1832 Asset Management's Westpac Banking Corporation position peaked at $70K in Q4 2016.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on 1832 Asset Management's 13F filing for Q1 2022, filed 16 May 2022.