M&R Capital Management’s Westpac Banking Corporation WBK Stock Holding History

M&R Capital 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
2022 Q2	–	Sell	-500	Closed	–	–	468
2022 Q1	$0	Hold	500	–	–	﹤0.01%	459
2021 Q4	$7K	Hold	500	–	–	﹤0.01%	353
2021 Q3	$9K	Hold	500	–	–	﹤0.01%	341
2021 Q2	$9K	Hold	500	–	–	﹤0.01%	341
2021 Q1	$9K	Hold	500	–	–	﹤0.01%	339
2020 Q4	$7K	Sell	500 -3,330	-87%	-$46.5K	﹤0.01%	370
2020 Q3	$46K	Hold	3,830	–	–	0.01%	247
2020 Q2	$47K	Sell	3,830 -3,330	-47%	-$36.5K	0.01%	244
2020 Q1	$73K	Hold	7,160	–	–	0.02%	208
2019 Q4	$121K	Hold	7,160	–	–	0.03%	200
2019 Q3	$143K	Hold	7,160	–	–	0.03%	196
2019 Q2	$142K	Hold	7,160	–	–	0.03%	195
2019 Q1	$139K	Buy	7,160 +2,560	+56%	+$47.7K	0.03%	198
2018 Q4	$80K	Hold	4,600	–	–	0.02%	222
2018 Q3	$92K	Sell	4,600 -250	-5%	-$5.29K	0.02%	235
2018 Q2	$105K	Sell	4,850 -3,700	-43%	-$80.3K	0.02%	227
2018 Q1	$189K	Hold	8,550	–	–	0.04%	183
2017 Q4	$208K	Sell	8,550 -1,700	-17%	-$42K	0.05%	176
2017 Q3	$258K	Sell	10,250 -1,500	-13%	-$37.7K	0.06%	166
2017 Q2	$294K	Sell	11,750 -500	-4%	-$12.1K	0.07%	151
2017 Q1	$327K	Sell	12,250 -1,000	-8%	-$25.4K	0.08%	147
2016 Q4	$311K	Sell	13,250 -200	-1%	-$4.68K	0.08%	147
2016 Q3	$305K	Hold	13,450	–	–	0.09%	139
2016 Q2	$297K	Hold	13,450	–	–	0.09%	139
2016 Q1	$313K	Sell	13,450 -500	-4%	-$11.1K	0.09%	140
2015 Q4	$338K	Buy	13,950 +1,200	+9%	+$27.3K	0.1%	138
2015 Q3	$269K	Sell	12,750 -4,000	-24%	-$93.5K	0.07%	159
2015 Q2	$414K	Sell	16,750 -150	-0.9%	-$4.08K	0.1%	137
2015 Q1	$505K	Sell	16,900 -1,150	-6%	-$33K	0.12%	127
2014 Q4	$486K	Hold	18,050	–	–	0.12%	131
2014 Q3	$507K	Hold	18,050	–	–	0.12%	125
2014 Q2	$580K	Sell	18,050 -750	-4%	-$24.2K	0.14%	114
2014 Q1	$603K	Hold	18,800	–	–	0.15%	107
2013 Q4	$546	Sell	18,800 -350	-2%	-$10.7K	0.14%	109
2013 Q3	$587K	Buy	19,150 +1,500	+8%	+$42.8K	0.16%	97
2013 Q2	$466K	Buy	+17,650	New	+$537K	0.13%	107

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

M&R Capital Management's WBK Position: Q2 2022 in Review

M&R Capital Management sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 500 shares.

M&R Capital Management first reported a position in WBK in Q2 2013 and held it in 36 quarters. The position peaked at $603K in Q1 2014. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

M&R Capital Management reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
M&R Capital Management sold 500 Westpac Banking Corporation shares in Q2 2022.
M&R Capital Management first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 36 quarters.
M&R Capital Management's Westpac Banking Corporation position peaked at $603K in Q1 2014.
14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on M&R Capital Management's 13F filing for Q2 2022, filed 5 Jul 2022.