CAPTRUST Financial Advisors
WBK

CAPTRUST Financial Advisors’s Westpac Banking Corporation WBK Stock Holding History

CAPTRUST Financial 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
2022
Q2 		– Sell
-3,075
Closed – – 5396
2022
Q1 		$0 Sell
3,075
-83
-3% -$1.26K ﹤0.01% 5385
2021
Q4 		$49K Sell
3,158
-6,449
-67% -$108K ﹤0.01% 2697
2021
Q3 		$178K Buy
9,607
+86
+0.9% +$1.61K ﹤0.01% 1645
2021
Q2 		$188K Sell
9,521
-107
-1% -$2.13K ﹤0.01% 1574
2021
Q1 		$179K Buy
9,628
+3,451
+56% +$60.9K ﹤0.01% 1549
2020
Q4 		$92K Buy
6,177
+194
+3% +$2.71K ﹤0.01% 1542
2020
Q3 		$72K Buy
5,983
+1,459
+32% +$18.1K ﹤0.01% 1501
2020
Q2 		$57K Buy
+4,524
New +$49.6K ﹤0.01% 1580

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

CAPTRUST Financial Advisors's WBK Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 3,075 shares.

CAPTRUST Financial Advisors first reported a position in WBK in Q2 2020 and held it in 8 quarters. The position peaked at $188K in Q2 2021. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,075 Westpac Banking Corporation shares in Q2 2022.
  • CAPTRUST Financial Advisors first reported a position in Westpac Banking Corporation in Q2 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's Westpac Banking Corporation position peaked at $188K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.