Dimensional Fund Advisors
WBK

Dimensional Fund Advisors’s Westpac Banking Corporation WBK Stock Holding History

Dimensional Fund 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
-323,690
Closed -$4.99M – 3630
2021
Q4 		$4.99M Buy
323,690
+7,258
+2% +$122K ﹤0.01% 2565
2021
Q3 		$5.86M Sell
316,432
-2,500
-0.8% -$46.7K ﹤0.01% 2538
2021
Q2 		$6.16M Sell
318,932
-290
-0.1% -$5.78K ﹤0.01% 2545
2021
Q1 		$5.92M Sell
319,222
-8,845
-3% -$156K ﹤0.01% 2518
2020
Q4 		$4.89M Buy
328,067
+11,725
+4% +$164K ﹤0.01% 2537
2020
Q3 		$3.81M Sell
316,342
-38,488
-11% -$478K ﹤0.01% 2536
2020
Q2 		$4.44M Sell
354,830
-95,983
-21% -$1.05M ﹤0.01% 2516
2020
Q1 		$4.62M Buy
450,813
+32,491
+8% +$482K ﹤0.01% 2441
2019
Q4 		$7.1M Sell
418,322
-16,993
-4% -$308K ﹤0.01% 2487
2019
Q3 		$8.7M Sell
435,315
-8,739
-2% -$171K ﹤0.01% 2404
2019
Q2 		$8.85M Sell
444,054
-1,806
-0.4% -$34.6K ﹤0.01% 2435
2019
Q1 		$8.25M Sell
445,860
-3,113
-0.7% -$58K ﹤0.01% 2473
2018
Q4 		$7.84M Sell
448,973
-1,159
-0.3% -$21.5K ﹤0.01% 2449
2018
Q3 		$9.01M Sell
450,132
-5,722
-1% -$121K ﹤0.01% 2481
2018
Q2 		$9.88M Hold
455,854
– – ﹤0.01% 2422
2018
Q1 		$10.1M Sell
455,854
-7,335
-2% -$176K ﹤0.01% 2375
2017
Q4 		$11.3M Sell
463,189
-5,469
-1% -$135K ﹤0.01% 2330
2017
Q3 		$11.8M Sell
468,658
-9,037
-2% -$227K 0.01% 2303
2017
Q2 		$11.2M Sell
477,695
-566
-0.1% -$13.7K 0.01% 2309
2017
Q1 		$12.8M Buy
478,261
+2,934
+0.6% +$74.6K 0.01% 2218
2016
Q4 		$11.2M Sell
475,327
-10,462
-2% -$245K 0.01% 2252
2016
Q3 		$11M Sell
485,789
-979
-0.2% -$22.2K 0.01% 2204
2016
Q2 		$10.8M Buy
486,768
+3,935
+0.8% +$88.1K 0.01% 2204
2016
Q1 		$11.2M Sell
482,833
-9,500
-2% -$211K 0.01% 2156
2015
Q4 		$11.9M Buy
492,333
+14,962
+3% +$340K 0.01% 2124
2015
Q3 		$10.1M Buy
477,371
+523
+0.1% +$12.2K 0.01% 2209
2015
Q2 		$11.8M Buy
476,848
+516
+0.1% +$14K 0.01% 2179
2015
Q1 		$14.2M Buy
476,332
+706
+0.1% +$20.3K 0.01% 2048
2014
Q4 		$12.8M Sell
475,626
-6,068
-1% -$172K 0.01% 2103
2014
Q3 		$13.5M Sell
481,694
-3,384
-0.7% -$107K 0.01% 1967
2014
Q2 		$15.6M Sell
485,078
-329
-0.1% -$10.6K 0.01% 1886
2014
Q1 		$15.6M Buy
485,407
+6,692
+1% +$196K 0.01% 1814
2013
Q4 		$13.9M Sell
478,715
-21,735
-4% -$664K 0.01% 1895
2013
Q3 		$15.3M Buy
500,450
+3,500
+0.7% +$99.8K 0.01% 1712
2013
Q2 		$13.1M Buy
+496,950
New +$15.1M 0.01% 1756

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

Dimensional Fund Advisors's WBK Position: Q1 2022 in Review

Dimensional Fund Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 323,690 shares — an estimated $4.99M sold.

Dimensional Fund Advisors first reported a position in WBK in Q2 2013 and held it in 35 quarters. The position peaked at $15.6M in Q2 2014. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Dimensional Fund Advisors reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 323,690 Westpac Banking Corporation shares in Q1 2022, an estimated $4.99M.
  • Dimensional Fund Advisors first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 35 quarters.
  • Dimensional Fund Advisors's Westpac Banking Corporation position peaked at $15.6M in Q2 2014.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Dimensional Fund Advisors's 13F filing for Q1 2022, filed 13 May 2022.