Carson Wealth (CWM LLC)
WBK

Carson Wealth (CWM LLC)’s Westpac Banking Corporation WBK Stock Holding History

Carson Wealth (CWM LLC)’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
-1,504
Closed -$23K – 4057
2021
Q4 		$23K Buy
+1,504
New +$25.2K ﹤0.01% 1929
2021
Q2 		$2K Hold
86
– – ﹤0.01% 2744
2021
Q1 		$2K Hold
86
– – ﹤0.01% 2744
2020
Q4 		$2K Hold
86
– – ﹤0.01% 2743
2020
Q3 		$2K Hold
86
– – ﹤0.01% 2742
2020
Q2 		$2K Hold
86
– – ﹤0.01% 2740
2020
Q1 		$2K Hold
86
– – ﹤0.01% 2740
2019
Q4 		$2K Hold
86
– – ﹤0.01% 2738
2019
Q3 		$2K Hold
86
– – ﹤0.01% 2738
2019
Q2 		$2K Hold
86
– – ﹤0.01% 2737
2019
Q1 		$2K Sell
86
-94
-52% -$1.75K ﹤0.01% 2733
2018
Q4 		$3K Buy
180
+110
+157% +$2.04K ﹤0.01% 1700
2018
Q3 		$1K Buy
+70
New +$1.48K ﹤0.01% 1816
2017
Q4 		– Sell
-146
Closed -$4K – 1664
2017
Q3 		$4K Buy
+146
New +$3.67K ﹤0.01% 1178

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

Carson Wealth (CWM LLC)'s WBK Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 1,504 shares — an estimated $23K sold.

Carson Wealth (CWM LLC) first reported a position in WBK in Q3 2017 and held it in 14 quarters. The position peaked at $23K in Q4 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,504 Westpac Banking Corporation shares in Q1 2022, an estimated $23K.
  • Carson Wealth (CWM LLC) first reported a position in Westpac Banking Corporation in Q3 2017 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Westpac Banking Corporation position peaked at $23K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.