Gemmer Asset Management’s Westpac Banking Corporation WBK Stock Holding History

Gemmer Asset 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	-1,024	Closed	-$16K	–	1336
2021 Q4	$16K	Hold	1,024	–	–	﹤0.01%	578
2021 Q3	$19K	Hold	1,024	–	–	﹤0.01%	503
2021 Q2	$20K	Hold	1,024	–	–	﹤0.01%	541
2021 Q1	$19K	Hold	1,024	–	–	﹤0.01%	533
2020 Q4	$15K	Buy	1,024 +99	+11%	+$1.38K	﹤0.01%	553
2020 Q3	$11K	Hold	925	–	–	﹤0.01%	593
2020 Q2	$12K	Sell	925 -562	-38%	-$6.16K	﹤0.01%	540
2020 Q1	$15K	Buy	1,487 +459	+45%	+$6.82K	﹤0.01%	417
2019 Q4	$17K	Sell	1,028 -22	-2%	-$398	﹤0.01%	461
2019 Q3	$21K	Hold	1,050	–	–	0.01%	390
2019 Q2	$21K	Buy	1,050 +59	+6%	+$1.13K	0.01%	379
2019 Q1	$18K	Buy	991 +66	+7%	+$1.23K	﹤0.01%	458
2018 Q4	$16K	Sell	925 -260	-22%	-$4.83K	﹤0.01%	445
2018 Q3	$24K	Buy	1,185 +210	+22%	+$4.44K	0.01%	343
2018 Q2	$21K	Sell	975 -257	-21%	-$5.58K	0.01%	401
2018 Q1	$27K	Buy	1,232 +307	+33%	+$7.36K	0.01%	313
2017 Q4	$23K	Hold	925	–	–	0.01%	378
2017 Q3	$23K	Hold	925	–	–	0.01%	342
2017 Q2	$22K	Hold	925	–	–	0.01%	348
2017 Q1	$25K	Hold	925	–	–	0.01%	292
2016 Q4	$22K	Hold	925	–	–	0.01%	307
2016 Q3	$21K	Hold	925	–	–	0.01%	325
2016 Q2	$20K	Hold	925	–	–	0.01%	308
2016 Q1	$21K	Hold	925	–	–	0.01%	307
2015 Q4	$22K	Hold	925	–	–	0.01%	284
2015 Q3	$19K	Hold	925	–	–	0.01%	339
2015 Q2	$23K	Hold	925	–	–	0.01%	295
2015 Q1	$28K	Hold	925	–	–	0.02%	274
2014 Q4	$25K	Hold	925	–	–	0.02%	275
2014 Q3	$26K	Hold	925	–	–	0.02%	256
2014 Q2	$30K	Hold	925	–	–	0.02%	233
2014 Q1	$30K	Buy	+925	New	+$27.1K	0.02%	231

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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 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

Gemmer Asset Management's WBK Position: Q1 2022 in Review

Gemmer Asset Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 1,024 shares — an estimated $16K sold.

Gemmer Asset Management first reported a position in WBK in Q1 2014 and held it in 32 quarters. The position peaked at $30K in Q2 2014. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Gemmer Asset Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Gemmer Asset Management sold 1,024 Westpac Banking Corporation shares in Q1 2022, an estimated $16K.
Gemmer Asset Management first reported a position in Westpac Banking Corporation in Q1 2014 and held it in 32 quarters.
Gemmer Asset Management's Westpac Banking Corporation position peaked at $30K in Q2 2014.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Gemmer Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.