Hoese & Co’s Westpac Banking Corporation WBK Stock Holding History

Hoese & Co’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 Q3	–	Sell	-250	Closed	-$5K	–	225
2021 Q2	$5K	Buy	+250	New	+$4.98K	0.01%	174

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hoese & Co's WBK Position: Q3 2021 in Review

Hoese & Co sold out of Westpac Banking Corporation (WBK) in Q3 2021, closing a stake of 250 shares — an estimated $5K sold.

Hoese & Co first reported a position in WBK in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 121 funds tracked by Wall St. Rank hold WBK as of Q3 2021.

Hoese & Co reported no remaining Westpac Banking Corporation position as of Q3 2021 after selling out during the quarter.
Hoese & Co sold 250 Westpac Banking Corporation shares in Q3 2021, an estimated $5K.
Hoese & Co first reported a position in Westpac Banking Corporation in Q2 2021 and held it in 1 quarter.
Hoese & Co's Westpac Banking Corporation position peaked at $5K in Q2 2021.
121 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2021.

Based on Hoese & Co's 13F filing for Q3 2021, filed 20 Oct 2021.