CAW
WBK

Cornerstone Advisors (Washington)’s Westpac Banking Corporation WBK Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$228K Buy
18,928
+2,028
+12% +$25.2K 0.02% 98
2020
Q2 		$211K Buy
16,900
+11,386
+206% +$125K 0.02% 93
2020
Q1 		$57K Buy
5,514
+3,482
+171% +$51.7K 0.01% 204
2019
Q4 		$35K Sell
2,032
-2,933
-59% -$53.1K ﹤0.01% 291
2019
Q3 		$99K Buy
4,965
+1,583
+47% +$31K 0.01% 148
2019
Q2 		$67K Buy
3,382
+756
+29% +$14.5K 0.01% 321
2019
Q1 		$49K Buy
2,626
+2,076
+377% +$38.7K ﹤0.01% 368
2018
Q4 		$10K Sell
550
-416
-43% -$7.73K ﹤0.01% 653
2018
Q3 		$19K Sell
966
-22
-2% -$465 0.01% 544
2018
Q2 		$21K Buy
988
+273
+38% +$5.92K 0.01% 497
2018
Q1 		$16K Buy
715
+183
+34% +$4.39K 0.01% 538
2017
Q4 		$13K Hold
532
– – 0.01% 545
2017
Q3 		$13K Hold
532
– – 0.01% 550
2017
Q2 		$12K Hold
532
– – 0.01% 560
2017
Q1 		$14K Hold
532
– – 0.01% 547
2016
Q4 		$12K Sell
532
-648
-55% -$15.2K 0.01% 576
2016
Q3 		$27K Hold
1,180
– – 0.02% 393
2016
Q2 		$26K Hold
1,180
– – 0.03% 244
2016
Q1 		$27K Buy
1,180
+109
+10% +$2.42K 0.03% 244
2015
Q4 		$26K Buy
1,071
+112
+12% +$2.54K 0.03% 277
2015
Q3 		$20K Sell
959
-323
-25% -$7.55K 0.02% 322
2015
Q2 		$32K Sell
1,282
-24
-2% -$653 0.03% 207
2015
Q1 		$39K Buy
1,306
+24
+2% +$688 0.03% 217
2014
Q4 		$34K Buy
1,282
+147
+13% +$4.16K 0.02% 219
2014
Q3 		$32K Hold
1,135
– – 0.03% 100
2014
Q2 		$36K Hold
1,135
– – 0.03% 103
2014
Q1 		$36K Hold
1,135
– – 0.04% 94
2013
Q4 		$33K Hold
1,135
– – 0.05% 84
2013
Q3 		$35K Sell
1,135
-45
-4% -$1.28K 0.06% 77
2013
Q2 		$31K Buy
+1,180
New +$35.9K 0.08% 41

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Advisors (Washington)'s WBK Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Westpac Banking Corporation (WBK) stake by 12% in Q3 2020, buying an estimated $25.2K and bringing the position to 18,928 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #98.

Cornerstone Advisors (Washington) first reported a position in WBK in Q2 2013 and has held it in 30 quarters since. 123 funds tracked by Wall St. Rank hold WBK as of Q3 2020.

  • Cornerstone Advisors (Washington) held 18,928 shares of Westpac Banking Corporation worth $228K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 2,028 Westpac Banking Corporation shares in Q3 2020, an estimated $25.2K.
  • Westpac Banking Corporation made up 0.02% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #98 holding.
  • Cornerstone Advisors (Washington) first reported a position in Westpac Banking Corporation in Q2 2013 and has held it in 30 quarters since.
  • 123 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.