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 $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Lake Street Advisors Group's WBK Position: Q2 2022 in Review

Lake Street Advisors Group sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 31,866 shares — an estimated $203K sold.

Lake Street Advisors Group first reported a position in WBK in Q4 2017 and held it in 11 quarters. The position peaked at $546K in Q2 2021. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Lake Street Advisors Group reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • Lake Street Advisors Group sold 31,866 Westpac Banking Corporation shares in Q2 2022, an estimated $203K.
  • Lake Street Advisors Group first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 11 quarters.
  • Lake Street Advisors Group's Westpac Banking Corporation position peaked at $546K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Lake Street Advisors Group's 13F filing for Q2 2022, filed 2 Aug 2022.