GI
WBK

Gradient Investments’s Westpac Banking Corporation WBK Stock Holding History

Gradient Investments’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
-31
Closed – – 1405
2021
Q4 		$0 Hold
31
– – ﹤0.01% 1371
2021
Q3 		$1K Hold
31
– – ﹤0.01% 1129
2021
Q2 		$1K Hold
31
– – ﹤0.01% 1137
2021
Q1 		$1K Hold
31
– – ﹤0.01% 1135
2020
Q4 		$0 Hold
31
– – ﹤0.01% 1213
2020
Q3 		$0 Sell
31
-32
-51% -$397 ﹤0.01% 1270
2020
Q2 		$1K Hold
63
– – ﹤0.01% 1030
2020
Q1 		$1K Sell
63
-66
-51% -$980 ﹤0.01% 1074
2019
Q4 		$2K Sell
129
-72,575
-100% -$1.31M ﹤0.01% 980
2019
Q3 		$1.45M Sell
72,704
-8,404
-10% -$164K 0.07% 168
2019
Q2 		$1.62M Buy
81,108
+21,858
+37% +$418K 0.08% 144
2019
Q1 		$1.1M Sell
59,250
-40,633
-41% -$758K 0.07% 130
2018
Q4 		$1.75M Sell
99,883
-7,516
-7% -$140K 0.1% 115
2018
Q3 		$2.15M Buy
107,399
+5,220
+5% +$110K 0.11% 120
2018
Q2 		$2.21M Buy
102,179
+16,200
+19% +$352K 0.12% 108
2018
Q1 		$1.91M Buy
85,979
+23,593
+38% +$565K 0.1% 123
2017
Q4 		$1.52M Buy
62,386
+14,496
+30% +$358K 0.09% 124
2017
Q3 		$1.21M Buy
47,890
+16,734
+54% +$420K 0.08% 117
2017
Q2 		$729K Buy
31,156
+21,049
+208% +$511K 0.05% 129
2017
Q1 		$270K Buy
10,107
+10,040
+14,985% +$255K 0.02% 189
2016
Q4 		$2K Buy
+67
New +$1.57K ﹤0.01% 653
2014
Q1 		– Sell
-80
Closed -$2K – 711
2013
Q4 		$2K Buy
+80
New +$2.44K ﹤0.01% 534

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

Gradient Investments's WBK Position: Q1 2022 in Review

Gradient Investments sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 31 shares.

Gradient Investments first reported a position in WBK in Q4 2013 and held it in 22 quarters. The position peaked at $2.21M in Q2 2018. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Gradient Investments reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 31 Westpac Banking Corporation shares in Q1 2022.
  • Gradient Investments first reported a position in Westpac Banking Corporation in Q4 2013 and held it in 22 quarters.
  • Gradient Investments's Westpac Banking Corporation position peaked at $2.21M in Q2 2018.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.