Koshinski Asset Management
WBK

Koshinski Asset Management’s Westpac Banking Corporation WBK Stock Holding History

Koshinski Asset Management’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
-358
Closed -$5.52K – 2288
2021
Q4 		$5.52K Buy
358
+92
+35% +$1.54K ﹤0.01% 1786
2021
Q3 		$4.93K Buy
+266
New +$4.97K ﹤0.01% 1846

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SIA
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AP
Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 1-Year Est. Return
YCM
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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

Koshinski Asset Management's WBK Position: Q1 2022 in Review

Koshinski Asset Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 358 shares — an estimated $5.52K sold.

Koshinski Asset Management first reported a position in WBK in Q3 2021 and held it in 2 quarters. The position peaked at $5.52K in Q4 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Koshinski Asset Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 358 Westpac Banking Corporation shares in Q1 2022, an estimated $5.52K.
  • Koshinski Asset Management first reported a position in Westpac Banking Corporation in Q3 2021 and held it in 2 quarters.
  • Koshinski Asset Management's Westpac Banking Corporation position peaked at $5.52K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Koshinski Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.