HighTower Advisors
WBK

HighTower Advisors’s Westpac Banking Corporation WBK Stock Holding History

HighTower Advisors’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
-15,996
Closed -$249K – 3798
2021
Q4 		$249K Sell
15,996
-16,963
-51% -$284K ﹤0.01% 2601
2021
Q3 		$609K Buy
32,959
+59
+0.2% +$1.1K ﹤0.01% 1944
2021
Q2 		$642K Sell
32,900
-300
-0.9% -$5.97K ﹤0.01% 1907
2021
Q1 		$614K Buy
+33,200
New +$586K ﹤0.01% 1851
2020
Q4 		– Sell
-32,073
Closed -$388K – 3069
2020
Q3 		$388K Sell
32,073
-177
-0.5% -$2.2K ﹤0.01% 1697
2020
Q2 		$404K Sell
32,250
-3,000
-9% -$32.9K ﹤0.01% 1575
2020
Q1 		$360K Sell
35,250
-1,613
-4% -$24K ﹤0.01% 1474
2019
Q4 		$617K Sell
36,863
-601
-2% -$10.9K ﹤0.01% 1358
2019
Q3 		$746K Buy
37,464
+947
+3% +$18.5K ﹤0.01% 1329
2019
Q2 		$728K Sell
36,517
-281
-0.8% -$5.38K ﹤0.01% 1341
2019
Q1 		$682K Buy
36,798
+345
+0.9% +$6.43K ﹤0.01% 1300
2018
Q4 		$634K Sell
36,453
-25,055
-41% -$466K ﹤0.01% 1239
2018
Q3 		$1.23M Sell
61,508
-65,020
-51% -$1.37M 0.01% 1038
2018
Q2 		$2.73M Buy
126,528
+16,892
+15% +$367K 0.02% 731
2018
Q1 		$2.42M Buy
109,636
+26,018
+31% +$624K 0.02% 746
2017
Q4 		$2.04M Sell
83,618
-19,856
-19% -$491K 0.02% 812
2017
Q3 		$2.62M Buy
103,474
+37,023
+56% +$930K 0.02% 721
2017
Q2 		$1.56M Buy
66,451
+14,837
+29% +$360K 0.01% 903
2017
Q1 		$1.38M Buy
51,614
+1,897
+4% +$48.3K 0.01% 894
2016
Q4 		$1.17M Buy
49,717
+2,251
+5% +$52.6K 0.01% 911
2016
Q3 		$1.08M Buy
47,466
+5,116
+12% +$116K 0.01% 887
2016
Q2 		$936K Sell
42,350
-1,907
-4% -$42.7K 0.01% 913
2016
Q1 		$1.03M Buy
44,257
+8,494
+24% +$189K ﹤0.01% 1017
2015
Q4 		$868K Buy
35,763
+7,189
+25% +$163K 0.01% 1043
2015
Q3 		$602K Buy
+28,574
New +$668K 0.01% 1126

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

HighTower Advisors's WBK Position: Q1 2022 in Review

HighTower Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 15,996 shares — an estimated $249K sold.

HighTower Advisors first reported a position in WBK in Q3 2015 and held it in 25 quarters. The position peaked at $2.73M in Q2 2018. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • HighTower Advisors reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • HighTower Advisors sold 15,996 Westpac Banking Corporation shares in Q1 2022, an estimated $249K.
  • HighTower Advisors first reported a position in Westpac Banking Corporation in Q3 2015 and held it in 25 quarters.
  • HighTower Advisors's Westpac Banking Corporation position peaked at $2.73M in Q2 2018.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on HighTower Advisors's 13F filing for Q1 2022, filed 12 May 2022.