Creative Planning’s Westpac Banking Corporation WBK Stock Holding History

Creative Planning’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	-19,555	Closed	-$302K	–	2488
2021 Q4	$302K	Sell	19,555 -3,387	-15%	-$56.8K	﹤0.01%	1620
2021 Q3	$425K	Buy	22,942 +11,456	+100%	+$214K	﹤0.01%	1381
2021 Q2	$222K	Sell	11,486 -10,976	-49%	-$219K	﹤0.01%	1749
2021 Q1	$417K	Buy	22,462 +1,708	+8%	+$30.2K	﹤0.01%	1565
2020 Q4	$309K	Sell	20,754 -32,108	-61%	-$448K	﹤0.01%	1614
2020 Q3	$636K	Buy	52,862 +42,001	+387%	+$521K	﹤0.01%	1007
2020 Q2	$136K	Buy	+10,861	New	+$119K	﹤0.01%	1611
2019 Q1	–	Sell	-10,249	Closed	-$179K	–	2144
2018 Q4	$179K	Buy	+10,249	New	+$191K	﹤0.01%	1526
2018 Q2	–	Sell	-10,754	Closed	-$239K	–	2240
2018 Q1	$239K	Buy	+10,754	New	+$258K	﹤0.01%	1488
2017 Q3	–	Sell	-6,415	Closed	-$150K	–	4643
2017 Q2	$150K	Sell	6,415 -108	-2%	-$2.62K	﹤0.01%	1697
2017 Q1	$174K	Hold	6,523	–	–	﹤0.01%	1577
2016 Q4	$153K	Buy	6,523 +608	+10%	+$14.2K	﹤0.01%	1568
2016 Q3	$135K	Buy	5,915 +294	+5%	+$6.67K	﹤0.01%	1641
2016 Q2	$124K	Sell	5,621 -145	-3%	-$3.25K	﹤0.01%	1537
2016 Q1	$134K	Buy	5,766 +645	+13%	+$14.3K	﹤0.01%	1457
2015 Q4	$124K	Sell	5,121 -350	-6%	-$7.95K	﹤0.01%	1503
2015 Q3	$115K	Buy	+5,471	New	+$128K	﹤0.01%	1515
2015 Q2	–	Sell	-4,035	Closed	-$121K	–	4157
2015 Q1	$121K	Hold	4,035	–	–	﹤0.01%	1477
2014 Q4	$109K	Hold	4,035	–	–	﹤0.01%	1520
2014 Q3	$113K	Sell	4,035 -45	-1%	-$1.42K	﹤0.01%	1399
2014 Q2	$131K	Buy	4,080 +45	+1%	+$1.45K	﹤0.01%	1263
2014 Q1	$129K	Sell	4,035 -1,000	-20%	-$29.3K	﹤0.01%	1243
2013 Q4	$146K	Sell	5,035 -250	-5%	-$7.64K	﹤0.01%	1002
2013 Q3	$162K	Buy	5,285 +2,545	+93%	+$72.5K	﹤0.01%	854
2013 Q2	$72K	Buy	+2,740	New	+$83.4K	﹤0.01%	1177

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

Creative Planning's WBK Position: Q1 2022 in Review

Creative Planning sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 19,555 shares — an estimated $302K sold.

Creative Planning first reported a position in WBK in Q2 2013 and held it in 25 quarters. The position peaked at $636K in Q3 2020. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Creative Planning reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Creative Planning sold 19,555 Westpac Banking Corporation shares in Q1 2022, an estimated $302K.
Creative Planning first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 25 quarters.
Creative Planning's Westpac Banking Corporation position peaked at $636K in Q3 2020.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.