LPL Financial
WBK

LPL Financial’s Westpac Banking Corporation WBK Stock Holding History

LPL Financial’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
-29,842
Closed -$553K – 4549
2021
Q3 		$553K Buy
29,842
+198
+0.7% +$3.7K ﹤0.01% 3130
2021
Q2 		$573K Buy
29,644
+5,695
+24% +$113K ﹤0.01% 3041
2021
Q1 		$444K Sell
23,949
-1,668
-7% -$29.5K ﹤0.01% 3126
2020
Q4 		$382K Buy
25,617
+528
+2% +$7.37K ﹤0.01% 3005
2020
Q3 		$302K Sell
25,089
-2,539
-9% -$31.5K ﹤0.01% 2906
2020
Q2 		$346K Sell
27,628
-12,344
-31% -$135K ﹤0.01% 2725
2020
Q1 		$410K Buy
39,972
+16,639
+71% +$247K ﹤0.01% 2228
2019
Q4 		$396K Buy
23,333
+6,057
+35% +$110K ﹤0.01% 2563
2019
Q3 		$345K Sell
17,276
-2,140
-11% -$41.9K ﹤0.01% 2562
2019
Q2 		$387K Sell
19,416
-3,063
-14% -$58.6K ﹤0.01% 2488
2019
Q1 		$416K Buy
+22,479
New +$419K ﹤0.01% 2370
2018
Q2 		– Sell
-10,948
Closed -$243K – 3354
2018
Q1 		$243K Sell
10,948
-586
-5% -$14K ﹤0.01% 2806
2017
Q4 		$281K Buy
11,534
+1,570
+16% +$38.8K ﹤0.01% 2559
2017
Q3 		$251K Sell
9,964
-551
-5% -$13.8K ﹤0.01% 2510
2017
Q2 		$246K Buy
10,515
+78
+0.7% +$1.89K ﹤0.01% 2437
2017
Q1 		$278K Buy
10,437
+577
+6% +$14.7K ﹤0.01% 2259
2016
Q4 		$235K Sell
9,860
-225
-2% -$5.26K ﹤0.01% 2359
2016
Q3 		$229K Sell
10,085
-514
-5% -$11.7K ﹤0.01% 2322
2016
Q2 		$227K Sell
10,599
-5,511
-34% -$123K ﹤0.01% 2301
2016
Q1 		$356K Buy
16,110
+400
+3% +$8.9K ﹤0.01% 2395
2015
Q4 		$369K Buy
+15,710
New +$357K ﹤0.01% 2384
2014
Q3 		– Sell
-8,767
Closed -$282K – 2860
2014
Q2 		$282K Buy
8,767
+112
+1% +$3.62K ﹤0.01% 2255
2014
Q1 		$277K Buy
+8,655
New +$254K ﹤0.01% 2181

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

LPL Financial's WBK Position: Q4 2021 in Review

LPL Financial sold out of Westpac Banking Corporation (WBK) in Q4 2021, closing a stake of 29,842 shares — an estimated $553K sold.

LPL Financial first reported a position in WBK in Q1 2014 and held it in 23 quarters. The position peaked at $573K in Q2 2021. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

  • LPL Financial reported no remaining Westpac Banking Corporation position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 29,842 Westpac Banking Corporation shares in Q4 2021, an estimated $553K.
  • LPL Financial first reported a position in Westpac Banking Corporation in Q1 2014 and held it in 23 quarters.
  • LPL Financial's Westpac Banking Corporation position peaked at $573K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.