CIA
WBK

Cohen Investment Advisors’s Westpac Banking Corporation WBK Stock Holding History

Cohen Investment Advisors’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
-21,029
Closed -$324K – 80
2021
Q4 		$324K Sell
21,029
-3,292
-14% -$55.2K 0.23% 73
2021
Q3 		$451K Buy
24,321
+33
+0.1% +$616 0.35% 55
2021
Q2 		$469K Hold
24,288
– – 0.36% 54
2021
Q1 		$451K Buy
24,288
+42
+0.2% +$742 0.37% 52
2020
Q4 		$361K Buy
+24,246
New +$338K 0.33% 66

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

Cohen Investment Advisors's WBK Position: Q1 2022 in Review

Cohen Investment Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 21,029 shares — an estimated $324K sold.

Cohen Investment Advisors first reported a position in WBK in Q4 2020 and held it in 5 quarters. The position peaked at $469K in Q2 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Cohen Investment Advisors reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Cohen Investment Advisors sold 21,029 Westpac Banking Corporation shares in Q1 2022, an estimated $324K.
  • Cohen Investment Advisors first reported a position in Westpac Banking Corporation in Q4 2020 and held it in 5 quarters.
  • Cohen Investment Advisors's Westpac Banking Corporation position peaked at $469K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Cohen Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.