CIBC Private Wealth Group
WBK

CIBC Private Wealth Group’s Westpac Banking Corporation WBK Stock Holding History

CIBC Private Wealth Group’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
-17,000
Closed -$232K – 1338
2021
Q4 		$232K Buy
+17,000
New +$285K ﹤0.01% 942
2018
Q1 		– Sell
-240
Closed -$6K – 2191
2017
Q4 		$6K Buy
+240
New +$5.93K ﹤0.01% 1674
2015
Q4 		– Sell
-11,380
Closed -$240K – 634
2015
Q3 		$240K Buy
+11,380
New +$266K ﹤0.01% 587

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

CIBC Private Wealth Group's WBK Position: Q1 2022 in Review

CIBC Private Wealth Group sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 17,000 shares — an estimated $232K sold.

CIBC Private Wealth Group first reported a position in WBK in Q3 2015 and held it in 3 quarters. The position peaked at $240K in Q3 2015. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • CIBC Private Wealth Group reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 17,000 Westpac Banking Corporation shares in Q1 2022, an estimated $232K.
  • CIBC Private Wealth Group first reported a position in Westpac Banking Corporation in Q3 2015 and held it in 3 quarters.
  • CIBC Private Wealth Group's Westpac Banking Corporation position peaked at $240K in Q3 2015.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on CIBC Private Wealth Group's 13F filing for Q1 2022, filed 16 May 2022.