EI
WBK

Ethic Inc’s Westpac Banking Corporation WBK Stock Holding History

Ethic Inc’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
-46,491
Closed -$717K – 790
2021
Q4 		$717K Buy
46,491
+13,793
+42% +$231K 0.06% 333
2021
Q3 		$606K Buy
32,698
+11,067
+51% +$207K 0.06% 320
2021
Q2 		$418K Buy
21,631
+1,370
+7% +$27.3K 0.05% 382
2021
Q1 		$376K Sell
20,261
-17,496
-46% -$309K 0.07% 331
2020
Q4 		$563K Buy
37,757
+9,265
+33% +$129K 0.15% 180
2020
Q3 		$343K Buy
28,492
+1,110
+4% +$13.8K 0.13% 200
2020
Q2 		$343K Buy
27,382
+3,212
+13% +$35.2K 0.2% 150
2020
Q1 		$248K Buy
24,170
+5,157
+27% +$76.6K 0.21% 154
2019
Q4 		$323K Buy
+19,013
New +$344K 0.24% 143

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

Ethic Inc's WBK Position: Q1 2022 in Review

Ethic Inc sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 46,491 shares — an estimated $717K sold.

Ethic Inc first reported a position in WBK in Q4 2019 and held it in 9 quarters. The position peaked at $717K in Q4 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Ethic Inc reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Ethic Inc sold 46,491 Westpac Banking Corporation shares in Q1 2022, an estimated $717K.
  • Ethic Inc first reported a position in Westpac Banking Corporation in Q4 2019 and held it in 9 quarters.
  • Ethic Inc's Westpac Banking Corporation position peaked at $717K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Ethic Inc's 13F filing for Q1 2022, filed 16 May 2022.