Carroll Financial Associates’s Westpac Banking Corporation WBK Stock Holding History

Carroll Financial Associates’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	$48K	Hold	3,144	–	–	﹤0.01%	740
2021 Q3	$58K	Hold	3,144	–	–	﹤0.01%	713
2021 Q2	$60K	Hold	3,144	–	–	﹤0.01%	750
2021 Q1	$58K	Hold	3,144	–	–	﹤0.01%	729
2020 Q4	$46K	Hold	3,144	–	–	﹤0.01%	722
2020 Q3	$37K	Hold	3,144	–	–	﹤0.01%	730
2020 Q2	$39K	Hold	3,144	–	–	﹤0.01%	702
2020 Q1	$32K	Buy	+3,144	New	+$46.7K	﹤0.01%	686

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 $6.73T AUM 46.02% 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

Carroll Financial Associates's WBK Position: Q4 2021 in Review

Carroll Financial Associates held its Westpac Banking Corporation (WBK) position steady in Q4 2021 at 3,144 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Carroll Financial Associates first reported a position in WBK in Q1 2020 and has held it in 8 quarters since. The position peaked at $60K in Q2 2021. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

Carroll Financial Associates held 3,144 shares of Westpac Banking Corporation worth $48K as of Q4 2021.
Carroll Financial Associates left its Westpac Banking Corporation share count unchanged in Q4 2021.
Westpac Banking Corporation made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #740 holding.
Carroll Financial Associates first reported a position in Westpac Banking Corporation in Q1 2020 and has held it in 8 quarters since.
Carroll Financial Associates's Westpac Banking Corporation position peaked at $60K in Q2 2021.
132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.