Loring Wolcott & Coolidge Fiduciary Advisors’s Westpac Banking Corporation WBK Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-784	Closed	-$15K	–	978
2021 Q2	$15K	Buy	+784	New	+$15.6K	﹤0.01%	569
2020 Q2	–	Sell	-1,000	Closed	-$10K	–	681
2020 Q1	$10K	Sell	1,000 -1,000	-50%	-$14.8K	﹤0.01%	545
2019 Q4	$34K	Hold	2,000	–	–	﹤0.01%	461
2019 Q3	$40K	Hold	2,000	–	–	﹤0.01%	427
2019 Q2	$40K	Hold	2,000	–	–	﹤0.01%	423
2019 Q1	$37K	Hold	2,000	–	–	﹤0.01%	437
2018 Q4	$35K	Hold	2,000	–	–	﹤0.01%	451
2018 Q3	$40K	Buy	2,000 +1,000	+100%	+$21.1K	﹤0.01%	443
2018 Q2	$22K	Hold	1,000	–	–	﹤0.01%	498
2018 Q1	$22K	Hold	1,000	–	–	﹤0.01%	529
2017 Q4	$24K	Hold	1,000	–	–	﹤0.01%	502
2017 Q3	$25K	Hold	1,000	–	–	﹤0.01%	487
2017 Q2	$26K	Hold	1,000	–	–	﹤0.01%	474
2017 Q1	$27K	Hold	1,000	–	–	﹤0.01%	473
2016 Q4	$23K	Hold	1,000	–	–	﹤0.01%	466
2016 Q3	$23K	Sell	1,000 -100	-9%	-$2.27K	﹤0.01%	473
2016 Q2	$24K	Hold	1,100	–	–	﹤0.01%	471
2016 Q1	$26K	Hold	1,100	–	–	﹤0.01%	464
2015 Q4	$27K	Hold	1,100	–	–	﹤0.01%	488
2015 Q3	$27K	Hold	1,100	–	–	﹤0.01%	477
2015 Q2	$27K	Sell	1,100 -50	-4%	-$1.36K	﹤0.01%	477
2015 Q1	$34K	Hold	1,150	–	–	﹤0.01%	475
2014 Q4	$31K	Hold	1,150	–	–	﹤0.01%	477
2014 Q3	$32K	Sell	1,150 -1,000	-47%	-$31.5K	﹤0.01%	452
2014 Q2	$69K	Sell	2,150 -1,000	-32%	-$32.3K	﹤0.01%	397
2014 Q1	$101K	Hold	3,150	–	–	﹤0.01%	344
2013 Q4	$92K	Buy	3,150 +1,000	+47%	+$30.6K	﹤0.01%	338
2013 Q3	$66K	Hold	2,150	–	–	﹤0.01%	352
2013 Q2	$57K	Buy	+2,150	New	+$65.4K	﹤0.01%	377

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WBK Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Westpac Banking Corporation (WBK) in Q3 2021, closing a stake of 784 shares — an estimated $15K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WBK in Q2 2013 and held it in 29 quarters. The position peaked at $101K in Q1 2014. 121 funds tracked by Wall St. Rank hold WBK as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Westpac Banking Corporation position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 784 Westpac Banking Corporation shares in Q3 2021, an estimated $15K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 29 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Westpac Banking Corporation position peaked at $101K in Q1 2014.
121 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.