Ameriprise
WBK

Ameriprise’s Westpac Banking Corporation WBK Stock Holding History

Ameriprise’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
-66,858
Closed -$1.02M – 4101
2021
Q4 		$1.02M Buy
66,858
+5,877
+10% +$98.5K ﹤0.01% 3248
2021
Q3 		$1.13M Sell
60,981
-38,099
-38% -$711K ﹤0.01% 3110
2021
Q2 		$1.94M Buy
99,080
+30,369
+44% +$605K ﹤0.01% 2944
2021
Q1 		$1.28M Buy
68,711
+2,632
+4% +$46.5K ﹤0.01% 3044
2020
Q4 		$984K Buy
66,079
+7,238
+12% +$101K ﹤0.01% 3101
2020
Q3 		$709K Sell
58,841
-1,074
-2% -$13.3K ﹤0.01% 3113
2020
Q2 		$750K Buy
59,915
+18,829
+46% +$206K ﹤0.01% 3037
2020
Q1 		$421K Sell
41,086
-2,159
-5% -$32.1K ﹤0.01% 3189
2019
Q4 		$735K Sell
43,245
-46,905
-52% -$849K ﹤0.01% 3193
2019
Q3 		$1.8M Buy
90,150
+15,121
+20% +$296K ﹤0.01% 2751
2019
Q2 		$1.53M Buy
75,029
+13,229
+21% +$253K ﹤0.01% 2890
2019
Q1 		$1.14M Sell
61,800
-15,932
-20% -$297K ﹤0.01% 2985
2018
Q4 		$1.36M Buy
77,732
+26,527
+52% +$493K ﹤0.01% 2807
2018
Q3 		$1.02M Sell
51,205
-50,642
-50% -$1.07M ﹤0.01% 3064
2018
Q2 		$2.24M Sell
101,847
-12,293
-11% -$267K ﹤0.01% 2691
2018
Q1 		$2.53M Buy
114,140
+17,475
+18% +$419K ﹤0.01% 2593
2017
Q4 		$2.41M Sell
96,665
-5,149
-5% -$127K ﹤0.01% 2572
2017
Q3 		$2.57M Buy
101,814
+11,825
+13% +$297K ﹤0.01% 2476
2017
Q2 		$2.16M Sell
89,989
-1,266
-1% -$30.7K ﹤0.01% 2562
2017
Q1 		$2.44M Buy
91,255
+20,260
+29% +$515K ﹤0.01% 2491
2016
Q4 		$1.71M Buy
70,995
+6,493
+10% +$152K ﹤0.01% 2708
2016
Q3 		$1.47M Buy
64,502
+3,633
+6% +$82.4K ﹤0.01% 2730
2016
Q2 		$1.39M Sell
60,869
-3,928
-6% -$88K ﹤0.01% 2723
2016
Q1 		$1.51M Sell
64,797
-6,226
-9% -$139K ﹤0.01% 2657
2015
Q4 		$1.72M Buy
71,023
+20,695
+41% +$470K ﹤0.01% 2687
2015
Q3 		$1.06M Buy
50,328
+6,401
+15% +$150K ﹤0.01% 2950
2015
Q2 		$1.12M Sell
43,927
-8,156
-16% -$222K ﹤0.01% 3081
2015
Q1 		$1.56M Sell
52,083
-4,023
-7% -$115K ﹤0.01% 2707
2014
Q4 		$1.52M Buy
56,106
+30,575
+120% +$864K ﹤0.01% 2673
2014
Q3 		$717K Sell
25,531
-4,951
-16% -$156K ﹤0.01% 2925
2014
Q2 		$1M Buy
30,482
+5,964
+24% +$193K ﹤0.01% 2774
2014
Q1 		$787K Buy
24,518
+6,106
+33% +$179K ﹤0.01% 2810
2013
Q4 		$534K Sell
18,412
-4,358
-19% -$133K ﹤0.01% 2848
2013
Q3 		$698K Buy
22,770
+4,820
+27% +$137K ﹤0.01% 2799
2013
Q2 		$489K Buy
+17,950
New +$546K ﹤0.01% 2828

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

Ameriprise's WBK Position: Q1 2022 in Review

Ameriprise sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 66,858 shares — an estimated $1.02M sold.

Ameriprise first reported a position in WBK in Q2 2013 and held it in 35 quarters. The position peaked at $2.57M in Q3 2017. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Ameriprise reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Ameriprise sold 66,858 Westpac Banking Corporation shares in Q1 2022, an estimated $1.02M.
  • Ameriprise first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 35 quarters.
  • Ameriprise's Westpac Banking Corporation position peaked at $2.57M in Q3 2017.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Ameriprise's 13F filing for Q1 2022, filed 16 May 2022.