IA
WBK

IFP Advisors’s Westpac Banking Corporation WBK Stock Holding History

IFP 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
-21
Closed -$1K – 4685
2021
Q4 		$1K Hold
21
– – ﹤0.01% 3217
2021
Q3 		$1K Hold
21
– – ﹤0.01% 3240
2021
Q2 		$0 Hold
21
– – ﹤0.01% 3375
2021
Q1 		$0 Hold
21
– – ﹤0.01% 3371
2020
Q4 		$0 Hold
21
– – ﹤0.01% 3245
2020
Q3 		$0 Hold
21
– – ﹤0.01% 3140
2020
Q2 		$0 Sell
21
-600
-97% -$6.58K ﹤0.01% 3107
2020
Q1 		$6K Sell
621
-2,688
-81% -$39.9K ﹤0.01% 2027
2019
Q4 		$55K Buy
3,309
+2,688
+433% +$48.7K ﹤0.01% 1219
2019
Q3 		$12K Buy
+621
New +$12.2K ﹤0.01% 2012
2019
Q1 		$15K Sell
746
-636
-46% -$11.9K ﹤0.01% 1458
2018
Q4 		$24K Sell
1,382
-603
-30% -$11.2K ﹤0.01% 2037
2018
Q3 		$40K Buy
1,985
+480
+32% +$10.1K ﹤0.01% 2025
2018
Q2 		$33K Buy
1,505
+167
+12% +$3.62K ﹤0.01% 2170
2018
Q1 		$33K Hold
1,338
– – ﹤0.01% 2060
2017
Q4 		$33K Sell
1,338
-650
-33% -$16.1K ﹤0.01% 2085
2017
Q3 		$50K Sell
1,988
-234
-11% -$5.88K ﹤0.01% 1999
2017
Q2 		$52K Buy
2,222
+177
+9% +$4.3K ﹤0.01% 1952
2017
Q1 		$55K Buy
2,045
+177
+9% +$4.5K ﹤0.01% 1874
2016
Q4 		$44K Buy
1,868
+80
+4% +$1.87K ﹤0.01% 1977
2016
Q3 		$41K Buy
1,788
+87
+5% +$1.97K ﹤0.01% 1954
2016
Q2 		$38K Buy
1,701
+955
+128% +$21.4K ﹤0.01% 1946
2016
Q1 		$15K Buy
746
+725
+3,452% +$16.1K ﹤0.01% 1456
2015
Q4 		$1K Buy
+21
New +$477 ﹤0.01% 3678

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

IFP Advisors's WBK Position: Q1 2022 in Review

IFP Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 21 shares — an estimated $1K sold.

IFP Advisors first reported a position in WBK in Q4 2015 and held it in 24 quarters. The position peaked at $55K in Q4 2019. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • IFP Advisors reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 21 Westpac Banking Corporation shares in Q1 2022, an estimated $1K.
  • IFP Advisors first reported a position in Westpac Banking Corporation in Q4 2015 and held it in 24 quarters.
  • IFP Advisors's Westpac Banking Corporation position peaked at $55K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.