HI
WBK

Harbour Investments’s Westpac Banking Corporation WBK Stock Holding History

Harbour 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
2021
Q4 		$23K Sell
1,511
-2,211
-59% -$37.1K ﹤0.01% 1621
2021
Q3 		$69K Buy
3,722
+127
+4% +$2.37K ﹤0.01% 1581
2021
Q2 		$69K Buy
3,595
+179
+5% +$3.56K ﹤0.01% 1616
2021
Q1 		$63K Buy
+3,416
New +$60.3K ﹤0.01% 1549

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Harbour Investments's WBK Position: Q4 2021 in Review

Harbour Investments reduced its Westpac Banking Corporation (WBK) stake by 59% in Q4 2021, selling an estimated $37.1K and leaving 1,511 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Harbour Investments first reported a position in WBK in Q1 2021 and has held it in 4 quarters since. The position peaked at $69K in Q3 2021. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

  • Harbour Investments held 1,511 shares of Westpac Banking Corporation worth $23K as of Q4 2021.
  • Harbour Investments sold 2,211 Westpac Banking Corporation shares in Q4 2021, an estimated $37.1K.
  • Westpac Banking Corporation made up ﹤0.01% of Harbour Investments's portfolio in Q4 2021, its #1621 holding.
  • Harbour Investments first reported a position in Westpac Banking Corporation in Q1 2021 and has held it in 4 quarters since.
  • Harbour Investments's Westpac Banking Corporation position peaked at $69K in Q3 2021.
  • 132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.