AP
WBK

Advisor Partners’s Westpac Banking Corporation WBK Stock Holding History

Advisor Partners’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
Q2 		– Sell
-61,729
Closed -$870K – 918
2022
Q1 		$870K Sell
61,729
-7,156
-10% -$109K 0.05% 342
2021
Q4 		$1.06M Sell
68,885
-2,016
-3% -$33.8K 0.06% 289
2021
Q3 		$1.31M Sell
70,901
-238
-0.3% -$4.44K 0.09% 215
2021
Q2 		$1.37M Buy
71,139
+2,317
+3% +$46.1K 0.09% 219
2021
Q1 		$1.28M Sell
68,822
-3,334
-5% -$58.9K 0.09% 218
2020
Q4 		$1.07M Buy
72,156
+6,563
+10% +$91.6K 0.08% 237
2020
Q3 		$790K Buy
65,593
+781
+1% +$9.7K 0.07% 269
2020
Q2 		$811K Buy
64,812
+6,682
+11% +$73.2K 0.08% 234
2020
Q1 		$595K Buy
58,130
+30,882
+113% +$459K 0.07% 250
2019
Q4 		$465K Sell
27,248
-4,888
-15% -$88.5K 0.05% 362
2019
Q3 		$642K Buy
32,136
+6,859
+27% +$134K 0.08% 270
2019
Q2 		$504K Buy
25,277
+2,202
+10% +$42.2K 0.06% 309
2019
Q1 		$427K Buy
23,075
+318
+1% +$5.93K 0.05% 336
2018
Q4 		$398K Buy
22,757
+1,978
+10% +$36.8K 0.06% 335
2018
Q3 		$416K Buy
20,779
+3,344
+19% +$70.7K 0.06% 351
2018
Q2 		$378K Buy
17,435
+3,454
+25% +$75K 0.06% 354
2018
Q1 		$310K Buy
13,981
+5,601
+67% +$134K 0.06% 380
2017
Q4 		$209K Buy
+8,380
New +$207K 0.04% 531
2016
Q1 		– Sell
-12,563
Closed -$304K – 434
2015
Q4 		$304K Buy
12,563
+1,403
+13% +$31.9K 0.1% 203
2015
Q3 		$235K Sell
11,160
-749
-6% -$17.5K 0.1% 253
2015
Q2 		$298K Buy
11,909
+1,229
+12% +$33.4K 0.11% 224
2015
Q1 		$319K Buy
10,680
+36
+0.3% +$1.03K 0.14% 206
2014
Q4 		$322K Sell
10,644
-597
-5% -$16.9K 0.14% 191
2014
Q3 		$316K Buy
11,241
+12
+0.1% +$378 0.18% 154
2014
Q2 		$361K Buy
11,229
+230
+2% +$7.43K 0.18% 163
2014
Q1 		$353K Buy
10,999
+265
+2% +$7.77K 0.19% 163
2013
Q4 		$312K Buy
10,734
+218
+2% +$6.66K 0.18% 168
2013
Q3 		$323K Buy
10,516
+576
+6% +$16.4K 0.23% 138
2013
Q2 		$262K Buy
+9,940
New +$302K 0.21% 148

Other funds holding WBK

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Advisor Partners's WBK Position: Q2 2022 in Review

Advisor Partners sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 61,729 shares — an estimated $870K sold.

Advisor Partners first reported a position in WBK in Q2 2013 and held it in 29 quarters. The position peaked at $1.37M in Q2 2021. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Advisor Partners reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • Advisor Partners sold 61,729 Westpac Banking Corporation shares in Q2 2022, an estimated $870K.
  • Advisor Partners first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 29 quarters.
  • Advisor Partners's Westpac Banking Corporation position peaked at $1.37M in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.