Matthew Hamilton Rosenberg’s Westpac Banking Corporation WBK Stock Holding History

Matthew Hamilton Rosenberg’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	-8,949	Closed	-$166K	–	746
2021 Q3	$166K	Sell	8,949 -603	-6%	-$11.3K	0.07%	195
2021 Q2	$184K	Sell	9,552 -305	-3%	-$6.07K	0.1%	146
2021 Q1	$183K	Hold	9,857	–	–	0.1%	135
2020 Q4	$147K	Hold	9,857	–	–	0.09%	155
2020 Q3	$119K	Hold	9,857	–	–	0.09%	166
2020 Q2	$123K	Buy	+9,857	New	+$108K	0.1%	145

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's WBK Position: Q4 2021 in Review

Matthew Hamilton Rosenberg sold out of Westpac Banking Corporation (WBK) in Q4 2021, closing a stake of 8,949 shares — an estimated $166K sold.

Matthew Hamilton Rosenberg first reported a position in WBK in Q2 2020 and held it in 6 quarters. The position peaked at $184K in Q2 2021. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

Matthew Hamilton Rosenberg reported no remaining Westpac Banking Corporation position as of Q4 2021 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 8,949 Westpac Banking Corporation shares in Q4 2021, an estimated $166K.
Matthew Hamilton Rosenberg first reported a position in Westpac Banking Corporation in Q2 2020 and held it in 6 quarters.
Matthew Hamilton Rosenberg's Westpac Banking Corporation position peaked at $184K in Q2 2021.
132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2021, filed 20 Jan 2022.