BIA
WBK

Bell Investment Advisors’s Westpac Banking Corporation WBK Stock Holding History

Bell Investment 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
2021
Q4 		$7K Buy
458
+331
+261% +$5.55K ﹤0.01% 649
2021
Q3 		$2K Buy
+127
New +$2.37K ﹤0.01% 1228

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Bell Investment Advisors's WBK Position: Q4 2021 in Review

Bell Investment Advisors increased its Westpac Banking Corporation (WBK) stake by 261% in Q4 2021, buying an estimated $5.55K and bringing the position to 458 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Bell Investment Advisors first reported a position in WBK in Q3 2021 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

  • Bell Investment Advisors held 458 shares of Westpac Banking Corporation worth $7K as of Q4 2021.
  • Bell Investment Advisors bought 331 Westpac Banking Corporation shares in Q4 2021, an estimated $5.55K.
  • Westpac Banking Corporation made up ﹤0.01% of Bell Investment Advisors's portfolio in Q4 2021, its #649 holding.
  • Bell Investment Advisors first reported a position in Westpac Banking Corporation in Q3 2021 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on Bell Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.