AWM
WBK

Altium Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Altium Wealth 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
-33,538
Closed -$517K – 406
2021
Q4 		$517K Sell
33,538
-8,214
-20% -$138K 0.03% 251
2021
Q3 		$774K Buy
41,752
+7,058
+20% +$132K 0.06% 161
2021
Q2 		$670K Buy
34,694
+365
+1% +$7.27K 0.05% 179
2021
Q1 		$637K Sell
34,329
-168
-0.5% -$2.97K 0.05% 178
2020
Q4 		$514K Sell
34,497
-10,829
-24% -$151K 0.05% 190
2020
Q3 		$546K Buy
45,326
+6,999
+18% +$86.9K 0.06% 151
2020
Q2 		$479K Buy
38,327
+12,355
+48% +$135K 0.05% 170
2020
Q1 		$266K Buy
+25,972
New +$386K 0.04% 237

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

Altium Wealth Management's WBK Position: Q1 2022 in Review

Altium Wealth Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 33,538 shares — an estimated $517K sold.

Altium Wealth Management first reported a position in WBK in Q1 2020 and held it in 8 quarters. The position peaked at $774K in Q3 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Altium Wealth Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Altium Wealth Management sold 33,538 Westpac Banking Corporation shares in Q1 2022, an estimated $517K.
  • Altium Wealth Management first reported a position in Westpac Banking Corporation in Q1 2020 and held it in 8 quarters.
  • Altium Wealth Management's Westpac Banking Corporation position peaked at $774K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

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