BTC Capital Management’s Westpac Banking Corporation WBK Stock Holding History

BTC Capital Management’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	–	Sell	-11,092	Closed	-$205K	–	262
2021 Q3	$205K	Sell	11,092 -10,641	-49%	-$199K	0.02%	198
2021 Q2	$421K	Sell	21,733 -13,143	-38%	-$262K	0.05%	163
2021 Q1	$648K	Sell	34,876 -8,501	-20%	-$150K	0.07%	142
2020 Q4	$647K	Buy	43,377 +9,957	+30%	+$139K	0.08%	143
2020 Q3	$401K	Buy	33,420 +667	+2%	+$8.28K	0.06%	148
2020 Q2	$411K	Buy	32,753 +961	+3%	+$10.5K	0.06%	139
2020 Q1	$323K	Buy	31,792 +1,002	+3%	+$14.9K	0.06%	136
2019 Q4	$524K	Sell	30,790 -215	-0.7%	-$3.89K	0.07%	142
2019 Q3	$620K	Sell	31,005 -578	-2%	-$11.3K	0.1%	126
2019 Q2	$629K	Buy	31,583 +20,811	+193%	+$398K	0.1%	128
2019 Q1	$201K	Sell	10,772 -29	-0.3%	-$541	0.03%	181
2018 Q4	$188K	Buy	+10,801	New	+$201K	0.03%	172
2018 Q3	–	Sell	-9,359	Closed	-$203K	–	189
2018 Q2	$203K	Buy	+9,359	New	+$203K	0.05%	143

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

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

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

BTC Capital Management's WBK Position: Q4 2021 in Review

BTC Capital Management sold out of Westpac Banking Corporation (WBK) in Q4 2021, closing a stake of 11,092 shares — an estimated $205K sold.

BTC Capital Management first reported a position in WBK in Q2 2018 and held it in 13 quarters. The position peaked at $648K in Q1 2021. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

BTC Capital Management reported no remaining Westpac Banking Corporation position as of Q4 2021 after selling out during the quarter.
BTC Capital Management sold 11,092 Westpac Banking Corporation shares in Q4 2021, an estimated $205K.
BTC Capital Management first reported a position in Westpac Banking Corporation in Q2 2018 and held it in 13 quarters.
BTC Capital Management's Westpac Banking Corporation position peaked at $648K in Q1 2021.
132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on BTC Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.