Allworth Financial’s Westpac Banking Corporation WBK Stock Holding History

Allworth Financial’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	-80	Closed	-$1K	–	2495
2021 Q4	$1K	Hold	80	–	–	﹤0.01%	1894
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	1838
2021 Q2	$2K	Hold	80	–	–	﹤0.01%	1433
2021 Q1	$1K	Hold	80	–	–	﹤0.01%	1468
2020 Q4	$1K	Hold	80	–	–	﹤0.01%	1323
2020 Q3	$1K	Hold	80	–	–	﹤0.01%	1150
2020 Q2	$1K	Hold	80	–	–	﹤0.01%	1154
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	1214
2019 Q4	$1K	Hold	80	–	–	﹤0.01%	1038
2019 Q3	$2K	Hold	80	–	–	﹤0.01%	868
2019 Q2	$2K	Hold	80	–	–	﹤0.01%	855
2019 Q1	$1K	Buy	+80	New	+$1.49K	﹤0.01%	952

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

Allworth Financial's WBK Position: Q1 2022 in Review

Allworth Financial sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 80 shares — an estimated $1K sold.

Allworth Financial first reported a position in WBK in Q1 2019 and held it in 12 quarters. The position peaked at $2K in Q2 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Allworth Financial reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Allworth Financial sold 80 Westpac Banking Corporation shares in Q1 2022, an estimated $1K.
Allworth Financial first reported a position in Westpac Banking Corporation in Q1 2019 and held it in 12 quarters.
Allworth Financial's Westpac Banking Corporation position peaked at $2K in Q2 2021.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Allworth Financial's 13F filing for Q1 2022, filed 22 Apr 2022.