Envestnet Asset Management’s Westpac Banking Corporation WBK Stock Holding History

Envestnet Asset 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	-25,362	Closed	-$391K	–	4134
2021 Q4	$391K	Sell	25,362 -46,265	-65%	-$776K	﹤0.01%	3232
2021 Q3	$1.33M	Buy	71,627 +11,718	+20%	+$219K	﹤0.01%	2357
2021 Q2	$1.16M	Buy	59,909 +19,059	+47%	+$380K	﹤0.01%	2418
2021 Q1	$758K	Buy	+40,850	New	+$721K	﹤0.01%	2599
2019 Q4	–	Sell	-25,820	Closed	-$516K	–	3225
2019 Q3	$516K	Sell	25,820 -1,132	-4%	-$22.2K	﹤0.01%	2350
2019 Q2	$537K	Sell	26,952 -5,814	-18%	-$111K	﹤0.01%	2361
2019 Q1	$606K	Buy	32,766 +13,225	+68%	+$247K	﹤0.01%	2214
2018 Q4	$341K	Buy	+19,541	New	+$363K	﹤0.01%	2361
2018 Q3	–	Sell	-1,126	Closed	-$24K	–	3164
2018 Q2	$24K	Sell	1,126 -251	-18%	-$5.45K	﹤0.01%	2392
2018 Q1	$31K	Sell	1,377 -193,761	-99%	-$4.64M	﹤0.01%	2280
2017 Q4	$4.76M	Sell	195,138 -152,374	-44%	-$3.77M	0.01%	618
2017 Q3	$8.77M	Buy	347,512 +126,489	+57%	+$3.18M	0.02%	400
2017 Q2	$5.17M	Sell	221,023 -5,501	-2%	-$134K	0.01%	558
2017 Q1	$6.05M	Buy	226,524 +60,632	+37%	+$1.54M	0.02%	503
2016 Q4	$3.9M	Sell	165,892 -2,628	-2%	-$61.4K	0.01%	637
2016 Q3	$3.83M	Sell	168,520 -1,574	-0.9%	-$35.7K	0.01%	680
2016 Q2	$3.76M	Sell	170,094 -150,099	-47%	-$3.36M	0.02%	756
2016 Q1	$7.45M	Sell	320,193 -23,569	-7%	-$524K	0.03%	442
2015 Q4	$8.33M	Sell	343,762 -8,845	-3%	-$201K	0.04%	405
2015 Q3	$7.43M	Sell	352,607 -43,931	-11%	-$1.03M	0.04%	420
2015 Q2	$9.81M	Buy	396,538 +27,594	+7%	+$751K	0.05%	379
2015 Q1	$11M	Buy	368,944 +340,256	+1,186%	+$9.76M	0.06%	328
2014 Q4	$772K	Sell	28,688 -805	-3%	-$22.8K	0.01%	591
2014 Q3	$829K	Buy	29,493 +1,328	+5%	+$41.8K	0.01%	632
2014 Q2	$905K	Sell	28,165 -3,099	-10%	-$100K	0.01%	580
2014 Q1	$1M	Sell	31,264 -136	-0.4%	-$3.99K	0.01%	460
2013 Q4	$912K	Buy	31,400 +12,398	+65%	+$379K	0.01%	473
2013 Q3	$583K	Sell	19,002 -643	-3%	-$18.3K	0.01%	579
2013 Q2	$518K	Buy	+19,645	New	+$598K	0.01%	566

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

Envestnet Asset Management's WBK Position: Q1 2022 in Review

Envestnet Asset Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 25,362 shares — an estimated $391K sold.

Envestnet Asset Management first reported a position in WBK in Q2 2013 and held it in 29 quarters. The position peaked at $11M in Q1 2015. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Envestnet Asset Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Envestnet Asset Management sold 25,362 Westpac Banking Corporation shares in Q1 2022, an estimated $391K.
Envestnet Asset Management first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 29 quarters.
Envestnet Asset Management's Westpac Banking Corporation position peaked at $11M in Q1 2015.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Envestnet Asset Management's 13F filing for Q1 2022, filed 4 May 2022.