EWM
WBK

Elmwood Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Elmwood Wealth Management’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
-500
Closed -$8K – 355
2021
Q4 		$8K Buy
+500
New +$8.38K ﹤0.01% 301

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Elmwood Wealth Management's WBK Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 500 shares — an estimated $8K sold.

Elmwood Wealth Management first reported a position in WBK in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 500 Westpac Banking Corporation shares in Q1 2022, an estimated $8K.
  • Elmwood Wealth Management first reported a position in Westpac Banking Corporation in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Westpac Banking Corporation position peaked at $8K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.