LNWWM
WBK

Laird Norton Wetherby Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Laird Norton Wetherby Wealth 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
2020
Q2 		– Sell
-11,800
Closed -$121K – 769
2020
Q1 		$121K Sell
11,800
-32,526
-73% -$483K 0.01% 624
2019
Q4 		$753K Sell
44,326
-42,934
-49% -$777K 0.07% 287
2019
Q3 		$1.74M Buy
87,260
+6,646
+8% +$130K 0.18% 128
2019
Q2 		$1.61M Buy
80,614
+12,769
+19% +$244K 0.18% 135
2019
Q1 		$1.25M Buy
67,845
+19,649
+41% +$366K 0.16% 137
2018
Q4 		$842K Buy
48,196
+9,553
+25% +$178K 0.12% 192
2018
Q3 		$773K Sell
38,643
-29,296
-43% -$619K 0.1% 240
2018
Q2 		$1.47M Sell
67,939
-3,483
-5% -$75.6K 0.2% 111
2018
Q1 		$1.58M Buy
71,422
+7,482
+12% +$179K 0.22% 95
2017
Q4 		$1.56M Sell
63,940
-1,658
-3% -$41K 0.22% 97
2017
Q3 		$1.65M Buy
65,598
+5,826
+10% +$146K 0.25% 84
2017
Q2 		$1.4M Buy
59,772
+2,316
+4% +$56.2K 0.24% 88
2017
Q1 		$1.53M Buy
57,456
+3,809
+7% +$96.9K 0.28% 72
2016
Q4 		$1.26M Buy
53,647
+1,943
+4% +$45.4K 0.25% 85
2016
Q3 		$1.18M Buy
51,704
+11,125
+27% +$252K 0.24% 92
2016
Q2 		$897K Sell
40,579
-4,996
-11% -$112K 0.2% 112
2016
Q1 		$1.06M Sell
45,575
-5,766
-11% -$128K 0.25% 86
2015
Q4 		$1.24M Buy
51,341
+7,171
+16% +$163K 0.3% 70
2015
Q3 		$930K Buy
44,170
+4,925
+13% +$115K 0.24% 92
2015
Q2 		$971K Sell
39,245
-5,296
-12% -$144K 0.23% 92
2015
Q1 		$1.33M Buy
44,541
+2,895
+7% +$83K 0.32% 63
2014
Q4 		$1.12M Sell
41,646
-801
-2% -$22.6K 0.28% 69
2014
Q3 		$1.19M Sell
42,447
-905
-2% -$28.5K 0.33% 60
2014
Q2 		$1.39M Sell
43,352
-478
-1% -$15.4K 0.39% 51
2014
Q1 		$1.41M Buy
43,830
+2,105
+5% +$61.7K 0.4% 48
2013
Q4 		$1.21M Buy
41,725
+167
+0.4% +$5.1K 0.35% 62
2013
Q3 		$1.27M Buy
41,558
+2,143
+5% +$61.1K 0.4% 51
2013
Q2 		$1.04M Buy
+39,415
New +$1.2M 0.36% 59

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
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

Laird Norton Wetherby Wealth Management's WBK Position: Q2 2020 in Review

Laird Norton Wetherby Wealth Management sold out of Westpac Banking Corporation (WBK) in Q2 2020, closing a stake of 11,800 shares — an estimated $121K sold.

Laird Norton Wetherby Wealth Management first reported a position in WBK in Q2 2013 and held it in 28 quarters. The position peaked at $1.74M in Q3 2019. 129 funds tracked by Wall St. Rank hold WBK as of Q2 2020.

  • Laird Norton Wetherby Wealth Management reported no remaining Westpac Banking Corporation position as of Q2 2020 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,800 Westpac Banking Corporation shares in Q2 2020, an estimated $121K.
  • Laird Norton Wetherby Wealth Management first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 28 quarters.
  • Laird Norton Wetherby Wealth Management's Westpac Banking Corporation position peaked at $1.74M in Q3 2019.
  • 129 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.