Concourse Financial Group Securities’s Westpac Banking Corporation WBK Stock Holding History

Concourse Financial Group Securities’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	-116	Closed	-$2K	–	2528
2021 Q4	$2K	Buy	116 +60	+107%	+$1.01K	﹤0.01%	2256
2021 Q3	$1K	Hold	56	–	–	﹤0.01%	2391
2021 Q2	$1K	Hold	56	–	–	﹤0.01%	2351
2021 Q1	$1K	Hold	56	–	–	﹤0.01%	2322
2020 Q4	$1K	Hold	56	–	–	﹤0.01%	2276
2020 Q3	$1K	Hold	56	–	–	﹤0.01%	2146
2020 Q2	$1K	Sell	56 -436	-89%	-$4.78K	﹤0.01%	2065
2020 Q1	$5K	Buy	492 +282	+134%	+$4.19K	﹤0.01%	1694
2019 Q4	$4K	Buy	210 +39	+23%	+$706	﹤0.01%	1734
2019 Q3	$3K	Sell	171 -80	-32%	-$1.57K	﹤0.01%	1504
2019 Q2	$5K	Hold	251	–	–	﹤0.01%	1779
2019 Q1	$4K	Hold	251	–	–	﹤0.01%	1881
2018 Q4	$4K	Buy	251 +18	+8%	+$335	﹤0.01%	1790
2018 Q3	$5K	Buy	+233	New	+$4.93K	﹤0.01%	1425

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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 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

Concourse Financial Group Securities's WBK Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 116 shares — an estimated $2K sold.

Concourse Financial Group Securities first reported a position in WBK in Q3 2018 and held it in 14 quarters. The position peaked at $5K in Q1 2020. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Concourse Financial Group Securities reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 116 Westpac Banking Corporation shares in Q1 2022, an estimated $2K.
Concourse Financial Group Securities first reported a position in Westpac Banking Corporation in Q3 2018 and held it in 14 quarters.
Concourse Financial Group Securities's Westpac Banking Corporation position peaked at $5K in Q1 2020.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.