Berman Capital Advisors’s Westpac Banking Corporation WBK Stock Holding History

Berman Capital 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 Q3	$54K	Buy	2,929 +98	+3%	+$1.83K	0.01%	653
2021 Q2	$54K	Hold	2,831	–	–	0.01%	543
2021 Q1	$52K	Buy	2,831 +184	+7%	+$3.25K	0.01%	469
2020 Q4	$39K	Buy	2,647 +7	+0.3%	+$98	0.01%	480
2020 Q3	$31K	Sell	2,640 -22	-0.8%	-$273	0.01%	470
2020 Q2	$33K	Buy	2,662 +2,151	+421%	+$23.6K	0.01%	417
2020 Q1	$5K	Sell	511 -62	-11%	-$921	﹤0.01%	919
2019 Q4	$9K	Sell	573 -643	-53%	-$11.6K	﹤0.01%	809
2019 Q3	$24K	Buy	1,216 +2	+0.2%	+$39	0.01%	468
2019 Q2	$24K	Buy	1,214 +579	+91%	+$11.1K	0.01%	471
2019 Q1	$11K	Sell	635 -143	-18%	-$2.67K	﹤0.01%	644
2018 Q4	$13K	Buy	+778	New	+$14.5K	0.01%	471

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's WBK Position: Q3 2021 in Review

Berman Capital Advisors increased its Westpac Banking Corporation (WBK) stake by 3.5% in Q3 2021, buying an estimated $1.83K and bringing the position to 2,929 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #653.

Berman Capital Advisors first reported a position in WBK in Q4 2018 and has held it in 12 quarters since. 121 funds tracked by Wall St. Rank hold WBK as of Q3 2021.

Berman Capital Advisors held 2,929 shares of Westpac Banking Corporation worth $54K as of Q3 2021.
Berman Capital Advisors bought 98 Westpac Banking Corporation shares in Q3 2021, an estimated $1.83K.
Westpac Banking Corporation made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #653 holding.
Berman Capital Advisors first reported a position in Westpac Banking Corporation in Q4 2018 and has held it in 12 quarters since.
121 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.