LSAG
WBK

Lake Street Advisors Group’s Westpac Banking Corporation WBK Stock Holding History

Lake Street Advisors Group’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
Q2 		– Sell
-31,866
Closed -$203K – 335
2022
Q1 		$203K Buy
31,866
+403
+1% +$6.11K 0.01% 195
2021
Q4 		$485K Buy
+31,463
New +$528K 0.03% 174
2021
Q3 		– Sell
-28,862
Closed -$546K – 442
2021
Q2 		$546K Buy
28,862
+329
+1% +$6.55K 0.04% 159
2021
Q1 		$530K Buy
28,533
+44
+0.2% +$777 0.04% 157
2020
Q4 		$424K Sell
28,489
-980
-3% -$13.7K 0.04% 169
2020
Q3 		$355K Sell
29,469
-259
-0.9% -$3.21K 0.03% 181
2020
Q2 		$372K Buy
29,728
+5,978
+25% +$65.5K 0.04% 167
2020
Q1 		$243K Buy
+23,750
New +$353K 0.03% 200
2018
Q3 		– Sell
-9,584
Closed -$208K – 334
2018
Q2 		$208K Sell
9,584
-416
-4% -$9.03K 0.02% 308
2018
Q1 		$222K Sell
10,000
-137
-1% -$3.28K 0.02% 278
2017
Q4 		$247K Buy
+10,137
New +$251K 0.03% 276

Other funds holding WBK

CGH
Crossmark Global Holdings Houston, Texas $6.77B AUM 27.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return