FFM
WBK

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

Forum Financial 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
-60,049
Closed -$926K – 697
2021
Q4 		$926K Buy
+60,049
New +$1.01M 0.05% 140

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AP
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YCM
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Comerica Bank
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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

Forum Financial Management's WBK Position: Q1 2022 in Review

Forum Financial Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 60,049 shares — an estimated $926K sold.

Forum Financial Management first reported a position in WBK in Q4 2021 and held it in 1 quarter. The position peaked at $926K in Q4 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Forum Financial Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 60,049 Westpac Banking Corporation shares in Q1 2022, an estimated $926K.
  • Forum Financial Management first reported a position in Westpac Banking Corporation in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's Westpac Banking Corporation position peaked at $926K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.