Financial Management Professionals’s Westpac Banking Corporation WBK Stock Holding History

Financial Management Professionals’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
2021 Q4	–	Sell	-223	Closed	-$4K	–	1149
2021 Q3	$4K	Hold	223	–	–	﹤0.01%	639
2021 Q2	$4K	Hold	223	–	–	﹤0.01%	582
2021 Q1	$4K	Buy	223 +86	+63%	+$1.52K	﹤0.01%	515
2020 Q4	$2K	Sell	137 -524	-79%	-$7.31K	﹤0.01%	582
2020 Q3	$8K	Hold	661	–	–	﹤0.01%	354
2020 Q2	$8K	Buy	+661	New	+$7.25K	﹤0.01%	341

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Financial Management Professionals's WBK Position: Q4 2021 in Review

Financial Management Professionals sold out of Westpac Banking Corporation (WBK) in Q4 2021, closing a stake of 223 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in WBK in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q3 2020. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

Financial Management Professionals reported no remaining Westpac Banking Corporation position as of Q4 2021 after selling out during the quarter.
Financial Management Professionals sold 223 Westpac Banking Corporation shares in Q4 2021, an estimated $4K.
Financial Management Professionals first reported a position in Westpac Banking Corporation in Q2 2020 and held it in 6 quarters.
Financial Management Professionals's Westpac Banking Corporation position peaked at $8K in Q3 2020.
132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on Financial Management Professionals's 13F filing for Q4 2021, filed 28 Jan 2022.