Cerity Partners
WBK

Cerity Partners’s Westpac Banking Corporation WBK Stock Holding History

Cerity Partners’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
-32,300
Closed -$496K – 1160
2021
Q4 		$496K Buy
+32,300
New +$542K 0.01% 601

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

Cerity Partners's WBK Position: Q1 2022 in Review

Cerity Partners sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 32,300 shares — an estimated $496K sold.

Cerity Partners first reported a position in WBK in Q4 2021 and held it in 1 quarter. The position peaked at $496K in Q4 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Cerity Partners reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Cerity Partners sold 32,300 Westpac Banking Corporation shares in Q1 2022, an estimated $496K.
  • Cerity Partners first reported a position in Westpac Banking Corporation in Q4 2021 and held it in 1 quarter.
  • Cerity Partners's Westpac Banking Corporation position peaked at $496K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Cerity Partners's 13F filing for Q1 2022, filed 25 Apr 2022.