EW
WBK

Evoke Wealth’s Westpac Banking Corporation WBK Stock Holding History

Evoke Wealth’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
-476
Closed -$7K – 1292
2021
Q4 		$7K Hold
476
– – ﹤0.01% 857
2021
Q3 		$8K Hold
476
– – ﹤0.01% 785
2021
Q2 		$9K Hold
476
– – ﹤0.01% 770
2021
Q1 		$9K Hold
476
– – ﹤0.01% 716
2020
Q4 		$7K Hold
476
– – ﹤0.01% 656
2020
Q3 		$6K Sell
476
-61
-11% -$757 ﹤0.01% 647
2020
Q2 		$7K Buy
537
+402
+298% +$4.41K ﹤0.01% 616
2020
Q1 		$1.38K Buy
135
+81
+150% +$1.2K ﹤0.01% 878
2019
Q4 		$911 Sell
54
-82
-60% -$1.48K ﹤0.01% 1153
2019
Q3 		$2.73K Buy
+136
New +$2.66K ﹤0.01% 1147

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

Evoke Wealth's WBK Position: Q1 2022 in Review

Evoke Wealth sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 476 shares — an estimated $7K sold.

Evoke Wealth first reported a position in WBK in Q3 2019 and held it in 10 quarters. The position peaked at $9K in Q2 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Evoke Wealth reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Evoke Wealth sold 476 Westpac Banking Corporation shares in Q1 2022, an estimated $7K.
  • Evoke Wealth first reported a position in Westpac Banking Corporation in Q3 2019 and held it in 10 quarters.
  • Evoke Wealth's Westpac Banking Corporation position peaked at $9K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.