CGL
WBK

Clarius Group LLC’s Westpac Banking Corporation WBK Stock Holding History

Clarius Group 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
Q2 		– Sell
-17,204
Closed -$265K – 540
2022
Q1 		$265K Hold
17,204
– – 0.02% 397
2021
Q4 		$265K Buy
17,204
+4,134
+32% +$69.3K 0.02% 397
2021
Q3 		$242K Buy
13,070
+1,888
+17% +$35.3K 0.02% 368
2021
Q2 		$216K Buy
11,182
+468
+4% +$9.32K 0.02% 382
2021
Q1 		$199K Buy
+10,714
New +$189K 0.02% 369
2020
Q4 		– Sell
-11,139
Closed -$134K – 359
2020
Q3 		$134K Sell
11,139
-1,441
-11% -$17.9K 0.02% 288
2020
Q2 		$157K Buy
+12,580
New +$138K 0.02% 274
2020
Q1 		– Sell
-10,198
Closed -$174K – 312
2019
Q4 		$174K Buy
+10,198
New +$185K 0.03% 287

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

Clarius Group LLC's WBK Position: Q2 2022 in Review

Clarius Group LLC sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 17,204 shares — an estimated $265K sold.

Clarius Group LLC first reported a position in WBK in Q4 2019 and held it in 8 quarters. The position peaked at $265K in Q1 2022. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Clarius Group LLC reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • Clarius Group LLC sold 17,204 Westpac Banking Corporation shares in Q2 2022, an estimated $265K.
  • Clarius Group LLC first reported a position in Westpac Banking Corporation in Q4 2019 and held it in 8 quarters.
  • Clarius Group LLC's Westpac Banking Corporation position peaked at $265K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Clarius Group LLC's 13F filing for Q2 2022, filed 10 Aug 2022.