Geode Capital Management
WBK

Geode Capital Management’s Westpac Banking Corporation WBK Stock Holding History

Geode Capital 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
-62,564
Closed -$965K – 5092
2021
Q4 		$965K Sell
62,564
-6,145
-9% -$103K ﹤0.01% 3742
2021
Q3 		$1.27M Buy
68,709
+3,654
+6% +$68.2K ﹤0.01% 3561
2021
Q2 		$1.26M Buy
65,055
+3,610
+6% +$71.9K ﹤0.01% 3482
2021
Q1 		$1.14M Buy
61,445
+1,698
+3% +$30K ﹤0.01% 3499
2020
Q4 		$890K Buy
59,747
+1,801
+3% +$25.1K ﹤0.01% 3402
2020
Q3 		$697K Buy
57,946
+12,802
+28% +$159K ﹤0.01% 3326
2020
Q2 		$564K Sell
45,144
-14,475
-24% -$159K ﹤0.01% 3329
2020
Q1 		$611K Buy
59,619
+21,634
+57% +$321K ﹤0.01% 3211
2019
Q4 		$644K Sell
37,985
-34,219
-47% -$619K ﹤0.01% 3430
2019
Q3 		$1.44M Buy
72,204
+14,923
+26% +$292K ﹤0.01% 3095
2019
Q2 		$1.14M Buy
57,281
+23,536
+70% +$451K ﹤0.01% 3198
2019
Q1 		$624K Sell
33,745
-957
-3% -$17.8K ﹤0.01% 3343
2018
Q4 		$606K Buy
34,702
+1,412
+4% +$26.2K ﹤0.01% 3302
2018
Q3 		$666K Sell
33,290
-3,816
-10% -$80.7K ﹤0.01% 3361
2018
Q2 		$804K Buy
37,106
+3,037
+9% +$65.9K ﹤0.01% 3268
2018
Q1 		$755K Buy
34,069
+11,075
+48% +$265K ﹤0.01% 3252
2017
Q4 		$560K Sell
22,994
-1,499
-6% -$37.1K ﹤0.01% 3313
2017
Q3 		$617K Buy
24,493
+2,866
+13% +$72K ﹤0.01% 3287
2017
Q2 		$506K Sell
21,627
-4,179
-16% -$101K ﹤0.01% 3347
2017
Q1 		$689K Buy
25,806
+4,354
+20% +$111K ﹤0.01% 3186
2016
Q4 		$503K Buy
21,452
+2,284
+12% +$53.4K ﹤0.01% 3261
2016
Q3 		$435K Sell
19,168
-1,723
-8% -$39.1K ﹤0.01% 3307
2016
Q2 		$461K Sell
20,891
-612
-3% -$13.7K ﹤0.01% 3256
2016
Q1 		$500 Sell
21,503
-3,612
-14% -$80.4K ﹤0.01% 3243
2015
Q4 		$608K Sell
25,115
-15,527
-38% -$353K ﹤0.01% 3177
2015
Q3 		$855K Buy
40,642
+24,146
+146% +$564K ﹤0.01% 2954
2015
Q2 		$408K Sell
16,496
-2,474
-13% -$67.3K ﹤0.01% 3291
2015
Q1 		$566K Sell
18,970
-4,628
-20% -$133K ﹤0.01% 3144
2014
Q4 		$634K Sell
23,598
-5,310
-18% -$150K ﹤0.01% 3074
2014
Q3 		$812K Buy
28,908
+6,223
+27% +$196K ﹤0.01% 2912
2014
Q2 		$728K Sell
22,685
-1
-0% -$32 ﹤0.01% 2991
2014
Q1 		$727K Sell
22,686
-1,291
-5% -$37.9K ﹤0.01% 2961
2013
Q4 		$696K Buy
23,977
+16,647
+227% +$509K ﹤0.01% 2919
2013
Q3 		$225K Buy
+7,330
New +$209K ﹤0.01% 3267

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

Geode Capital Management's WBK Position: Q1 2022 in Review

Geode Capital Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 62,564 shares — an estimated $965K sold.

Geode Capital Management first reported a position in WBK in Q3 2013 and held it in 34 quarters. The position peaked at $1.44M in Q3 2019. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Geode Capital Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Geode Capital Management sold 62,564 Westpac Banking Corporation shares in Q1 2022, an estimated $965K.
  • Geode Capital Management first reported a position in Westpac Banking Corporation in Q3 2013 and held it in 34 quarters.
  • Geode Capital Management's Westpac Banking Corporation position peaked at $1.44M in Q3 2019.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Geode Capital Management's 13F filing for Q1 2022, filed 13 May 2022.