Moody National Bank Trust Division’s Westpac Banking Corporation WBK Stock Holding History

Moody National Bank Trust Division’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	-16,500	Closed	-$234K	–	553
2022 Q1	$234K	Hold	16,500	–	–	0.01%	347
2021 Q4	$254K	Sell	16,500 -122,000	-88%	-$2.05M	0.01%	341
2021 Q3	$2.57M	Hold	138,500	–	–	0.04%	217
2021 Q2	$2.68M	Hold	138,500	–	–	0.05%	217
2021 Q1	$2.57M	Hold	138,500	–	–	0.06%	212
2020 Q4	$2.06M	Hold	138,500	–	–	0.05%	211
2020 Q3	$1.67M	Hold	138,500	–	–	0.05%	211
2020 Q2	$1.73M	Hold	138,500	–	–	0.05%	207
2020 Q1	$1.42M	Sell	138,500 -650	-0.5%	-$9.65K	0.05%	204
2019 Q4	$2.36M	Sell	139,150 -482	-0.3%	-$8.72K	0.06%	186
2019 Q3	$2.79M	Buy	139,632 +181	+0.1%	+$3.54K	0.08%	171
2019 Q2	$2.78M	Buy	139,451 +358	+0.3%	+$6.85K	0.08%	171
2019 Q1	$2.57M	Sell	139,093 -333	-0.2%	-$6.21K	0.07%	181
2018 Q4	$2.44M	Buy	139,426 +926	+0.7%	+$17.2K	0.07%	172
2018 Q3	$2.77M	Buy	+138,500	New	+$2.93M	0.07%	171
2016 Q2	–	Sell	-13,000	Closed	-$302K	–	271
2016 Q1	$302K	Hold	13,000	–	–	0.02%	214
2015 Q4	$315K	Hold	13,000	–	–	0.02%	201
2015 Q3	$274K	Hold	13,000	–	–	0.02%	204
2015 Q2	$322K	Hold	13,000	–	–	0.02%	199
2015 Q1	$389K	Hold	13,000	–	–	0.03%	181
2014 Q4	$350K	Hold	13,000	–	–	0.02%	213
2014 Q3	$365K	Hold	13,000	–	–	0.03%	201
2014 Q2	$417K	Hold	13,000	–	–	0.03%	187
2014 Q1	$417K	Hold	13,000	–	–	0.03%	180
2013 Q4	$378K	Buy	13,000 +1,000	+8%	+$30.6K	0.03%	193
2013 Q3	$368K	Hold	12,000	–	–	0.03%	178
2013 Q2	$317K	Buy	+12,000	New	+$365K	0.02%	186

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 $5.28B AUM 14.42% 1-Year Est. Return

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

Moody National Bank Trust Division's WBK Position: Q2 2022 in Review

Moody National Bank Trust Division sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 16,500 shares — an estimated $234K sold.

Moody National Bank Trust Division first reported a position in WBK in Q2 2013 and held it in 27 quarters. The position peaked at $2.79M in Q3 2019. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

Moody National Bank Trust Division reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
Moody National Bank Trust Division sold 16,500 Westpac Banking Corporation shares in Q2 2022, an estimated $234K.
Moody National Bank Trust Division first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 27 quarters.
Moody National Bank Trust Division's Westpac Banking Corporation position peaked at $2.79M in Q3 2019.
14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Moody National Bank Trust Division's 13F filing for Q2 2022, filed 7 Jul 2022.