Advisory Services Network’s Westpac Banking Corporation WBK Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-1,000	Closed	-$19K	–	3697
2021 Q2	$19K	Buy	+1,000	New	+$19.9K	﹤0.01%	2541
2020 Q4	–	Sell	-4,226	Closed	-$59K	–	3970
2020 Q3	$51K	Buy	+4,226	New	+$52.5K	﹤0.01%	1587
2020 Q2	–	Sell	-2,365	Closed	-$24K	–	3161
2020 Q1	$24K	Buy	2,365 +1,482	+168%	+$22K	﹤0.01%	1780
2019 Q4	$15K	Buy	883 +195	+28%	+$3.53K	﹤0.01%	2173
2019 Q3	$14K	Hold	688	–	–	﹤0.01%	2031
2019 Q2	$14K	Buy	+688	New	+$13.2K	﹤0.01%	2029
2019 Q1	–	Sell	-350	Closed	-$6K	–	2831
2018 Q4	$6K	Buy	+350	New	+$6.51K	﹤0.01%	1990
2018 Q3	–	Sell	-6	Closed	–	–	2718
2018 Q2	$0	Sell	6 -71	-92%	-$1.54K	﹤0.01%	2838
2018 Q1	$2K	Sell	77 -796	-91%	-$19.1K	﹤0.01%	2435
2017 Q4	$21K	Buy	873 +817	+1,459%	+$20.2K	﹤0.01%	1621
2017 Q3	$1K	Hold	56	–	–	﹤0.01%	2320
2017 Q2	$1K	Hold	56	–	–	﹤0.01%	2276
2017 Q1	$1K	Buy	+56	New	+$1.42K	﹤0.01%	2185
2016 Q1	–	Sell	-124	Closed	-$3K	–	1883
2015 Q4	$3K	Hold	124	–	–	﹤0.01%	1313
2015 Q3	$3K	Buy	+124	New	+$2.9K	﹤0.01%	1306

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Services Network's WBK Position: Q3 2021 in Review

Advisory Services Network sold out of Westpac Banking Corporation (WBK) in Q3 2021, closing a stake of 1,000 shares — an estimated $19K sold.

Advisory Services Network first reported a position in WBK in Q3 2015 and held it in 15 quarters. The position peaked at $51K in Q3 2020. 121 funds tracked by Wall St. Rank hold WBK as of Q3 2021.

Advisory Services Network reported no remaining Westpac Banking Corporation position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 1,000 Westpac Banking Corporation shares in Q3 2021, an estimated $19K.
Advisory Services Network first reported a position in Westpac Banking Corporation in Q3 2015 and held it in 15 quarters.
Advisory Services Network's Westpac Banking Corporation position peaked at $51K in Q3 2020.
121 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.