Fidelity Investments
WBK

Fidelity Investments’s Westpac Banking Corporation WBK Stock Holding History

Fidelity Investments’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
-240,557
Closed -$3.71M – 5772
2021
Q4 		$3.71M Sell
240,557
-10,561
-4% -$177K ﹤0.01% 2426
2021
Q3 		$4.65M Buy
251,118
+17,531
+8% +$327K ﹤0.01% 2387
2021
Q2 		$4.51M Buy
233,587
+32,446
+16% +$646K ﹤0.01% 2356
2021
Q1 		$3.73M Buy
201,141
+33,930
+20% +$599K ﹤0.01% 2334
2020
Q4 		$2.49M Buy
167,211
+30,945
+23% +$432K ﹤0.01% 2355
2020
Q3 		$1.64M Buy
136,266
+31,034
+29% +$385K ﹤0.01% 2341
2020
Q2 		$1.32M Buy
105,232
+65,317
+164% +$716K ﹤0.01% 2357
2020
Q1 		$409K Buy
39,915
+23,449
+142% +$348K ﹤0.01% 2465
2019
Q4 		$280K Buy
16,466
+5,464
+50% +$98.9K ﹤0.01% 2578
2019
Q3 		$220K Buy
11,002
+9,950
+946% +$195K ﹤0.01% 2628
2019
Q2 		$21K Buy
1,052
+992
+1,653% +$19K ﹤0.01% 3068
2019
Q1 		$1K Sell
60
-313
-84% -$5.84K ﹤0.01% 3565
2018
Q4 		$6K Buy
373
+37
+11% +$688 ﹤0.01% 3168
2018
Q3 		$7K Buy
+336
New +$7.1K ﹤0.01% 3203

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 $5.28B AUM 14.42% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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

Fidelity Investments's WBK Position: Q1 2022 in Review

Fidelity Investments sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 240,557 shares — an estimated $3.71M sold.

Fidelity Investments first reported a position in WBK in Q3 2018 and held it in 14 quarters. The position peaked at $4.65M in Q3 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Fidelity Investments reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Fidelity Investments sold 240,557 Westpac Banking Corporation shares in Q1 2022, an estimated $3.71M.
  • Fidelity Investments first reported a position in Westpac Banking Corporation in Q3 2018 and held it in 14 quarters.
  • Fidelity Investments's Westpac Banking Corporation position peaked at $4.65M in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Fidelity Investments's 13F filing for Q1 2022, filed 13 May 2022.