CP
WBK

Camelot Portfolios’s Westpac Banking Corporation WBK Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-21,568
Closed -$333K – 275
2021
Q4 		$333K Buy
21,568
+6,802
+46% +$114K 0.13% 185
2021
Q3 		$274K Sell
14,766
-6,679
-31% -$125K 0.14% 177
2021
Q2 		$414K Sell
21,445
-2,449
-10% -$48.8K 0.17% 163
2021
Q1 		$443K Buy
23,894
+3,579
+18% +$63.2K 0.18% 144
2020
Q4 		$303K Sell
20,315
-2,051
-9% -$28.6K 0.16% 159
2020
Q3 		$269K Sell
22,366
-8,036
-26% -$99.8K 0.17% 153
2020
Q2 		$380K Sell
30,402
-886
-3% -$9.71K 0.24% 111
2020
Q1 		$321K Buy
31,288
+15,316
+96% +$227K 0.18% 138
2019
Q4 		$271K Buy
15,972
+348
+2% +$6.3K 0.11% 184
2019
Q3 		$312K Sell
15,624
-14,983
-49% -$293K 0.15% 159
2019
Q2 		$610K Sell
30,607
-859
-3% -$16.4K 0.25% 112
2019
Q1 		$582K Sell
31,466
-201
-0.6% -$3.75K 0.24% 120
2018
Q4 		$553K Buy
31,667
+751
+2% +$14K 0.26% 110
2018
Q3 		$619K Buy
30,916
+274
+0.9% +$5.79K 0.28% 100
2018
Q2 		$664K Buy
30,642
+1,135
+4% +$24.6K 0.28% 97
2018
Q1 		$654K Sell
29,507
-230
-0.8% -$5.51K 0.31% 92
2017
Q4 		$725K Sell
29,737
-202
-0.7% -$5K 0.34% 79
2017
Q3 		$755K Buy
29,939
+1,196
+4% +$30K 0.37% 74
2017
Q2 		$673K Sell
28,743
-1,144
-4% -$27.8K 0.33% 78
2017
Q1 		$799K Buy
29,887
+587
+2% +$14.9K 0.39% 69
2016
Q4 		$688K Buy
29,300
+657
+2% +$15.4K 0.36% 81
2016
Q3 		$651K Buy
28,643
+1,208
+4% +$27.4K 0.35% 82
2016
Q2 		$606K Buy
27,435
+436
+2% +$9.77K 0.35% 74
2016
Q1 		$628K Sell
26,999
-788
-3% -$17.5K 0.39% 65
2015
Q4 		$673K Buy
27,787
+137
+0.5% +$3.11K 0.43% 65
2015
Q3 		$582K Sell
27,650
-933
-3% -$21.8K 0.39% 72
2015
Q2 		$707K Buy
28,583
+3,651
+15% +$99.3K 0.41% 72
2015
Q1 		$746K Buy
+24,932
New +$715K 0.43% 66

Other funds holding WBK

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
AP
Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Camelot Portfolios's WBK Position: Q1 2022 in Review

Camelot Portfolios sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 21,568 shares — an estimated $333K sold.

Camelot Portfolios first reported a position in WBK in Q1 2015 and held it in 28 quarters. The position peaked at $799K in Q1 2017. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Camelot Portfolios reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Camelot Portfolios sold 21,568 Westpac Banking Corporation shares in Q1 2022, an estimated $333K.
  • Camelot Portfolios first reported a position in Westpac Banking Corporation in Q1 2015 and held it in 28 quarters.
  • Camelot Portfolios's Westpac Banking Corporation position peaked at $799K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Camelot Portfolios's 13F filing for Q1 2022, filed 20 Apr 2022.