American Portfolios Advisors’s Westpac Banking Corporation WBK Stock Holding History

American Portfolios Advisors’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	-203	Closed	-$3.13K	–	3707
2021 Q4	$3.13K	Hold	203	–	–	﹤0.01%	3050
2021 Q3	$3.76K	Hold	203	–	–	﹤0.01%	2963
2021 Q2	$3.92K	Hold	203	–	–	﹤0.01%	2924
2021 Q1	$3.77K	Sell	203 -67	-25%	-$1.18K	﹤0.01%	2804
2020 Q4	$4.02K	Buy	270 +203	+303%	+$2.83K	﹤0.01%	2496
2020 Q3	$807	Hold	67	–	–	﹤0.01%	2796
2020 Q2	$838	Hold	67	–	–	﹤0.01%	2709
2020 Q1	$687	Hold	67	–	–	﹤0.01%	2627
2019 Q4	$1.14K	Hold	67	–	–	﹤0.01%	2675
2019 Q3	$1.34K	Hold	67	–	–	﹤0.01%	2596
2019 Q2	$1.33K	Hold	67	–	–	﹤0.01%	2550
2019 Q1	$1.24K	Buy	+67	New	+$1.25K	﹤0.01%	2453
2018 Q2	–	Sell	-2,791	Closed	-$61.9K	–	2487
2018 Q1	$61.9K	Buy	2,791 +538	+24%	+$12.9K	0.01%	936
2017 Q4	$54.9K	Buy	+2,253	New	+$55.7K	0.01%	951

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

American Portfolios Advisors's WBK Position: Q1 2022 in Review

American Portfolios Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 203 shares — an estimated $3.13K sold.

American Portfolios Advisors first reported a position in WBK in Q4 2017 and held it in 14 quarters. The position peaked at $61.9K in Q1 2018. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

American Portfolios Advisors reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
American Portfolios Advisors sold 203 Westpac Banking Corporation shares in Q1 2022, an estimated $3.13K.
American Portfolios Advisors first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 14 quarters.
American Portfolios Advisors's Westpac Banking Corporation position peaked at $61.9K in Q1 2018.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.