Corient Capital Partners’s Westpac Banking Corporation WBK Stock Holding History

Corient Capital 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	-19,005	Closed	-$293K	–	783
2021 Q4	$293K	Sell	19,005 -6,838	-26%	-$115K	0.02%	525
2021 Q3	$479K	Sell	25,843 -1,288	-5%	-$24.1K	0.04%	369
2021 Q2	$524K	Buy	27,131 +5,905	+28%	+$118K	0.04%	350
2021 Q1	$394K	Buy	21,226 +1,559	+8%	+$27.5K	0.03%	372
2020 Q4	$293K	Buy	19,667 +1,210	+7%	+$16.9K	0.03%	390
2020 Q3	$222K	Buy	18,457 +1,307	+8%	+$16.2K	0.03%	419
2020 Q2	$214K	Buy	+17,150	New	+$188K	0.03%	418
2019 Q4	–	Sell	-16,419	Closed	-$328K	–	496
2019 Q3	$328K	Buy	+16,419	New	+$321K	0.05%	336

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

Corient Capital Partners's WBK Position: Q1 2022 in Review

Corient Capital Partners sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 19,005 shares — an estimated $293K sold.

Corient Capital Partners first reported a position in WBK in Q3 2019 and held it in 8 quarters. The position peaked at $524K in Q2 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Corient Capital Partners reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Corient Capital Partners sold 19,005 Westpac Banking Corporation shares in Q1 2022, an estimated $293K.
Corient Capital Partners first reported a position in Westpac Banking Corporation in Q3 2019 and held it in 8 quarters.
Corient Capital Partners's Westpac Banking Corporation position peaked at $524K in Q2 2021.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Corient Capital Partners's 13F filing for Q1 2022, filed 16 May 2022.