EI
GWB

Ellevest Inc’s Great Western Bancorp, Inc. GWB Stock Holding History

Ellevest Inc’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-157
Closed -$5K – 1466
2021
Q1 		$5K Hold
157
– – ﹤0.01% 925
2020
Q4 		$3K Hold
157
– – ﹤0.01% 947
2020
Q3 		$2K Buy
+157
New +$2.13K ﹤0.01% 948

Other funds holding GWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Ellevest Inc's GWB Position: Q2 2021 in Review

Ellevest Inc sold out of Great Western Bancorp, Inc. (GWB) in Q2 2021, closing a stake of 157 shares — an estimated $5K sold.

Ellevest Inc first reported a position in GWB in Q3 2020 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 172 funds tracked by Wall St. Rank hold GWB as of Q2 2021.

  • Ellevest Inc reported no remaining Great Western Bancorp, Inc. position as of Q2 2021 after selling out during the quarter.
  • Ellevest Inc sold 157 Great Western Bancorp, Inc. shares in Q2 2021, an estimated $5K.
  • Ellevest Inc first reported a position in Great Western Bancorp, Inc. in Q3 2020 and held it in 3 quarters.
  • Ellevest Inc's Great Western Bancorp, Inc. position peaked at $5K in Q1 2021.
  • 172 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.