GRP
WBK

Global Retirement Partners’s Westpac Banking Corporation WBK Stock Holding History

Global Retirement Partners’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
-780
Closed -$14K – 2042
2021
Q3 		$14K Buy
780
+204
+35% +$3.81K ﹤0.01% 1329
2021
Q2 		$11K Buy
576
+259
+82% +$5.16K ﹤0.01% 1367
2021
Q1 		$6K Sell
317
-36
-10% -$636 ﹤0.01% 1462
2020
Q4 		$5K Buy
353
+2
+0.6% +$28 ﹤0.01% 1472
2020
Q3 		$4K Hold
351
– – ﹤0.01% 1401
2020
Q2 		$4K Hold
351
– – ﹤0.01% 1367
2020
Q1 		$4K Buy
351
+104
+42% +$1.54K ﹤0.01% 1308
2019
Q4 		$4K Buy
247
+45
+22% +$814 ﹤0.01% 1402
2019
Q3 		$4K Hold
202
– – ﹤0.01% 1374
2019
Q2 		$4K Buy
+202
New +$3.87K ﹤0.01% 1363

Other funds holding WBK

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Renaissance Technologies
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Bank of America
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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

Global Retirement Partners's WBK Position: Q4 2021 in Review

Global Retirement Partners sold out of Westpac Banking Corporation (WBK) in Q4 2021, closing a stake of 780 shares — an estimated $14K sold.

Global Retirement Partners first reported a position in WBK in Q2 2019 and held it in 10 quarters. The position peaked at $14K in Q3 2021. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

  • Global Retirement Partners reported no remaining Westpac Banking Corporation position as of Q4 2021 after selling out during the quarter.
  • Global Retirement Partners sold 780 Westpac Banking Corporation shares in Q4 2021, an estimated $14K.
  • Global Retirement Partners first reported a position in Westpac Banking Corporation in Q2 2019 and held it in 10 quarters.
  • Global Retirement Partners's Westpac Banking Corporation position peaked at $14K in Q3 2021.
  • 132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.