Bartlett & Co Wealth Management’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio ANZ Stock Details ANZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-28	Closed	-$606	–	1102
2021 Q2	$606	Hold	28	–	–	﹤0.01%	1009
2021 Q1	$601	Hold	28	–	–	﹤0.01%	1035
2020 Q4	$490	Buy	+28	New	+$490	﹤0.01%	1153

Other funds holding ANZ

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bartlett & Co Wealth Management's ANZ Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q3 2021, closing a stake of 28 shares — an estimated $606 sold.

Bartlett & Co Wealth Management first reported a position in ANZ in Q4 2020 and held it in 3 quarters. The position peaked at $606 in Q2 2021. 5 funds tracked by Wall St. Rank hold ANZ as of Q3 2021.

Bartlett & Co Wealth Management reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q3 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 28 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q3 2021, an estimated $606.
Bartlett & Co Wealth Management first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q4 2020 and held it in 3 quarters.
Bartlett & Co Wealth Management's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $606 in Q2 2021.
5 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.