Manchester Capital Management’s Westpac Banking Corporation WBK Stock Holding History

Manchester 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 Q1	–	Sell	-80	Closed	-$1K	–	1121
2021 Q4	$1K	Hold	80	–	–	﹤0.01%	997
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	1022
2021 Q2	$2K	Buy	+80	New	+$1.59K	﹤0.01%	728
2015 Q1	–	Sell	-6,955	Closed	-$187K	–	1095
2014 Q4	$187K	Sell	6,955 -3,162	-31%	-$89.4K	0.02%	383
2014 Q3	$284K	Buy	10,117 +2,890	+40%	+$91K	0.04%	260
2014 Q2	$232K	Buy	+7,227	New	+$233K	0.03%	333

Other funds holding WBK

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

ANI

American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Manchester Capital Management's WBK Position: Q1 2022 in Review

Manchester Capital Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 80 shares — an estimated $1K sold.

Manchester Capital Management first reported a position in WBK in Q2 2014 and held it in 6 quarters. The position peaked at $284K in Q3 2014. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Manchester Capital Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Manchester Capital Management sold 80 Westpac Banking Corporation shares in Q1 2022, an estimated $1K.
Manchester Capital Management first reported a position in Westpac Banking Corporation in Q2 2014 and held it in 6 quarters.
Manchester Capital Management's Westpac Banking Corporation position peaked at $284K in Q3 2014.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Manchester Capital Management's 13F filing for Q1 2022, filed 9 May 2022.