AWA
GWB

Arkadios Wealth Advisors’s Great Western Bancorp, Inc. GWB Stock Holding History

Arkadios Wealth Advisors’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-183
Closed -$6K – 1941
2021
Q3 		$6K Hold
183
– – ﹤0.01% 1576
2021
Q2 		$6K Hold
183
– – ﹤0.01% 1702
2021
Q1 		$5K Buy
+183
New +$4.98K ﹤0.01% 1391

Other funds holding GWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's GWB Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Great Western Bancorp, Inc. (GWB) in Q4 2021, closing a stake of 183 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in GWB in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 197 funds tracked by Wall St. Rank hold GWB as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Great Western Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 183 Great Western Bancorp, Inc. shares in Q4 2021, an estimated $6K.
  • Arkadios Wealth Advisors first reported a position in Great Western Bancorp, Inc. in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Great Western Bancorp, Inc. position peaked at $6K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.