GWS
WBK

Glassman Wealth Services’s Westpac Banking Corporation WBK Stock Holding History

Glassman Wealth Services’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
Q2 		– Sell
-2,017
Closed -$29K – 2143
2022
Q1 		$29K Buy
2,017
+73
+4% +$1.11K 0.01% 541
2021
Q4 		$30K Sell
1,944
-92
-5% -$1.54K 0.01% 515
2021
Q3 		$38K Buy
2,036
+423
+26% +$7.9K 0.01% 419
2021
Q2 		$31K Buy
1,613
+67
+4% +$1.33K 0.01% 451
2021
Q1 		$29K Sell
1,546
-59
-4% -$1.04K 0.01% 438
2020
Q4 		$24K Buy
1,605
+266
+20% +$3.71K 0.01% 487
2020
Q3 		$16K Buy
1,339
+815
+156% +$10.1K ﹤0.01% 501
2020
Q2 		$7K Buy
524
+494
+1,647% +$5.41K ﹤0.01% 575
2020
Q1 		$0 Sell
30
-16
-35% -$238 ﹤0.01% 1776
2019
Q4 		$1K Buy
+46
New +$833 ﹤0.01% 1132
2017
Q2 		– Sell
-3,000
Closed -$80K – 721
2017
Q1 		$80K Hold
3,000
– – 0.06% 129
2016
Q4 		$70K Hold
3,000
– – 0.05% 154
2016
Q3 		$68K Hold
3,000
– – 0.06% 127
2016
Q2 		$66K Hold
3,000
– – 0.06% 117
2016
Q1 		$70K Hold
3,000
– – 0.06% 122
2015
Q4 		$73K Hold
3,000
– – 0.07% 125
2015
Q3 		$63K Hold
3,000
– – 0.06% 132
2015
Q2 		$74K Hold
3,000
– – 0.06% 127
2015
Q1 		$90K Hold
3,000
– – 0.07% 113
2014
Q4 		$81K Buy
+3,000
New +$84.8K 0.06% 130

Other funds holding WBK

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Glassman Wealth Services's WBK Position: Q2 2022 in Review

Glassman Wealth Services sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 2,017 shares — an estimated $29K sold.

Glassman Wealth Services first reported a position in WBK in Q4 2014 and held it in 20 quarters. The position peaked at $90K in Q1 2015. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Glassman Wealth Services reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 2,017 Westpac Banking Corporation shares in Q2 2022, an estimated $29K.
  • Glassman Wealth Services first reported a position in Westpac Banking Corporation in Q4 2014 and held it in 20 quarters.
  • Glassman Wealth Services's Westpac Banking Corporation position peaked at $90K in Q1 2015.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.