Arax Advisory Partners’s Westpac Banking Corporation WBK Stock Holding History

Arax Advisory Partners’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	-100	Closed	-$2K	–	1229
2021 Q4	$2K	Buy	+100	New	+$1.68K	﹤0.01%	953
2018 Q3	–	Sell	-2,333	Closed	-$50K	–	771
2018 Q2	$50K	Buy	2,333 +644	+38%	+$14K	0.02%	214
2018 Q1	$37K	Buy	1,689 +1,590	+1,606%	+$38.1K	0.02%	234
2017 Q4	$2K	Buy	99 +21	+27%	+$519	﹤0.01%	432
2017 Q3	$1K	Sell	78 -77	-50%	-$1.93K	﹤0.01%	461
2017 Q2	$4K	Hold	155	–	–	﹤0.01%	411
2017 Q1	$4K	Hold	155	–	–	﹤0.01%	386
2016 Q4	$4K	Buy	+155	New	+$3.62K	﹤0.01%	394

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

Arax Advisory Partners's WBK Position: Q1 2022 in Review

Arax Advisory Partners sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Arax Advisory Partners first reported a position in WBK in Q4 2016 and held it in 8 quarters. The position peaked at $50K in Q2 2018. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Arax Advisory Partners reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Arax Advisory Partners sold 100 Westpac Banking Corporation shares in Q1 2022, an estimated $2K.
Arax Advisory Partners first reported a position in Westpac Banking Corporation in Q4 2016 and held it in 8 quarters.
Arax Advisory Partners's Westpac Banking Corporation position peaked at $50K in Q2 2018.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Arax Advisory Partners's 13F filing for Q1 2022, filed 12 May 2022.