KOC
WBK

Koss-Olinger Consulting’s Westpac Banking Corporation WBK Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-37,128
Closed -$688K – 266
2021
Q3 		$688K Sell
37,128
-9,708
-21% -$181K 0.11% 89
2021
Q2 		$905K Buy
46,836
+5,709
+14% +$114K 0.13% 95
2021
Q1 		$763K Buy
+41,127
New +$726K 0.13% 99

Other funds holding WBK

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Northern Trust
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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

Koss-Olinger Consulting's WBK Position: Q4 2021 in Review

Koss-Olinger Consulting sold out of Westpac Banking Corporation (WBK) in Q4 2021, closing a stake of 37,128 shares — an estimated $688K sold.

Koss-Olinger Consulting first reported a position in WBK in Q1 2021 and held it in 3 quarters. The position peaked at $905K in Q2 2021. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

  • Koss-Olinger Consulting reported no remaining Westpac Banking Corporation position as of Q4 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 37,128 Westpac Banking Corporation shares in Q4 2021, an estimated $688K.
  • Koss-Olinger Consulting first reported a position in Westpac Banking Corporation in Q1 2021 and held it in 3 quarters.
  • Koss-Olinger Consulting's Westpac Banking Corporation position peaked at $905K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on Koss-Olinger Consulting's 13F filing for Q4 2021, filed 7 Feb 2022.