BG
WBK

Bollard Group’s Westpac Banking Corporation WBK Stock Holding History

Bollard Group’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
Q2 		– Sell
-1,751
Closed -$25K – 440
2022
Q1 		$25K Hold
1,751
– – ﹤0.01% 382
2021
Q4 		$27K Buy
1,751
+47
+3% +$788 ﹤0.01% 385
2021
Q3 		$32K Buy
1,704
+37
+2% +$691 ﹤0.01% 374
2021
Q2 		$32K Hold
1,667
– – ﹤0.01% 373
2021
Q1 		$31K Hold
1,667
– – ﹤0.01% 375
2020
Q4 		$25K Buy
1,667
+25
+2% +$349 ﹤0.01% 384
2020
Q3 		$20K Hold
1,642
– – ﹤0.01% 387
2020
Q2 		$21K Hold
1,642
– – ﹤0.01% 410
2020
Q1 		$17K Sell
1,642
-32,500
-95% -$483K ﹤0.01% 200
2019
Q4 		$580K Sell
34,142
-2,349
-6% -$42.5K 0.02% 129
2019
Q3 		$729K Sell
36,491
-29,208
-44% -$572K 0.03% 125
2019
Q2 		$1.31M Sell
65,699
-66,677
-50% -$1.28M 0.05% 130
2019
Q1 		$2.45M Sell
132,376
-3,012
-2% -$56.2K 0.09% 101
2018
Q4 		$2.37M Buy
135,388
+1,963
+1% +$36.5K 0.1% 93
2018
Q3 		$2.67M Buy
133,425
+17,480
+15% +$370K 0.11% 92
2018
Q2 		$2.51M Buy
115,945
+10,700
+10% +$232K 0.12% 90
2018
Q1 		$2.33M Buy
105,245
+37,366
+55% +$896K 0.12% 98
2017
Q4 		$1.66M Sell
67,879
-26,350
-28% -$652K 0.08% 109
2017
Q3 		$2.38M Sell
94,229
-1,536
-2% -$38.6K 0.13% 95
2017
Q2 		$2.24M Buy
95,765
+1,010
+1% +$24.5K 0.12% 101
2017
Q1 		$2.53M Buy
94,755
+8,839
+10% +$225K 0.15% 89
2016
Q4 		$2.02M Buy
85,916
+1,728
+2% +$40.4K 0.13% 96
2016
Q3 		$1.91M Buy
84,188
+5,964
+8% +$135K 0.12% 101
2016
Q2 		$1.73M Hold
78,224
– – 0.12% 99
2016
Q1 		$1.82M Buy
78,224
+800
+1% +$17.8K 0.15% 86
2015
Q4 		$1.88M Sell
77,424
-2,838
-4% -$64.5K 0.15% 84
2015
Q3 		$1.69M Buy
80,262
+1,682
+2% +$39.3K 0.14% 98
2015
Q2 		$1.94M Buy
78,580
+4,500
+6% +$122K 0.15% 98
2015
Q1 		$2.22M Buy
74,080
+61,188
+475% +$1.76M 0.17% 86
2014
Q4 		$347K Sell
12,892
-51,359
-80% -$1.45M 0.03% 169
2014
Q3 		$1.81M Buy
64,251
+3,679
+6% +$116K 0.17% 94
2014
Q2 		$1.95M Buy
60,572
+23,350
+63% +$754K 0.19% 81
2014
Q1 		$1.19M Buy
37,222
+24,750
+198% +$726K 0.12% 99
2013
Q4 		$362K Buy
12,472
+4,472
+56% +$137K 0.04% 154
2013
Q3 		$245K Hold
8,000
– – 0.03% 163
2013
Q2 		$211K Buy
+8,000
New +$243K 0.04% 143

Other funds holding WBK

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Bollard Group's WBK Position: Q2 2022 in Review

Bollard Group sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 1,751 shares — an estimated $25K sold.

Bollard Group first reported a position in WBK in Q2 2013 and held it in 36 quarters. The position peaked at $2.67M in Q3 2018. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Bollard Group reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • Bollard Group sold 1,751 Westpac Banking Corporation shares in Q2 2022, an estimated $25K.
  • Bollard Group first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 36 quarters.
  • Bollard Group's Westpac Banking Corporation position peaked at $2.67M in Q3 2018.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Bollard Group's 13F filing for Q2 2022, filed 12 Aug 2022.