Morgan Stanley
WBK

Morgan Stanley’s Westpac Banking Corporation WBK Stock Holding History

Morgan Stanley’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
-80,144
Closed -$1.24M – 8424
2021
Q4 		$1.24M Sell
80,144
-6,589
-8% -$110K ﹤0.01% 4917
2021
Q3 		$1.61M Sell
86,733
-28,293
-25% -$528K ﹤0.01% 4744
2021
Q2 		$2.22M Sell
115,026
-1,866
-2% -$37.2K ﹤0.01% 4545
2021
Q1 		$2.17M Buy
116,892
+20,633
+21% +$364K ﹤0.01% 4191
2020
Q4 		$1.43M Buy
96,259
+21,192
+28% +$296K ﹤0.01% 4423
2020
Q3 		$904K Buy
75,067
+7,263
+11% +$90.2K ﹤0.01% 4275
2020
Q2 		$848K Sell
67,804
-220,817
-77% -$2.42M ﹤0.01% 4288
2020
Q1 		$2.96M Buy
288,621
+48,226
+20% +$716K ﹤0.01% 2989
2019
Q4 		$4.08M Buy
240,395
+6,525
+3% +$118K ﹤0.01% 3420
2019
Q3 		$4.67M Buy
233,870
+14,863
+7% +$291K ﹤0.01% 2944
2019
Q2 		$4.37M Sell
219,007
-10,920
-5% -$209K ﹤0.01% 3048
2019
Q1 		$4.25M Sell
229,927
-6,296
-3% -$117K ﹤0.01% 2864
2018
Q4 		$4.13M Sell
236,223
-8,783
-4% -$163K ﹤0.01% 3110
2018
Q3 		$4.9M Buy
245,006
+4,784
+2% +$101K ﹤0.01% 3198
2018
Q2 		$5.21M Sell
240,222
-9,586
-4% -$208K ﹤0.01% 3094
2018
Q1 		$5.54M Buy
249,808
+6,149
+3% +$147K ﹤0.01% 2918
2017
Q4 		$5.94M Buy
243,659
+4,750
+2% +$117K ﹤0.01% 2922
2017
Q3 		$6.03M Sell
238,909
-23,532
-9% -$591K ﹤0.01% 2760
2017
Q2 		$6.14M Buy
262,441
+24,027
+10% +$583K ﹤0.01% 2643
2017
Q1 		$6.37M Sell
238,414
-49,331
-17% -$1.25M ﹤0.01% 2619
2016
Q4 		$6.76M Buy
287,745
+55,210
+24% +$1.29M ﹤0.01% 2675
2016
Q3 		$5.29M Buy
232,535
+5,082
+2% +$115K ﹤0.01% 2602
2016
Q2 		$5.03M Buy
227,453
+21,358
+10% +$478K ﹤0.01% 2609
2016
Q1 		$4.79M Buy
206,095
+22,386
+12% +$498K ﹤0.01% 2574
2015
Q4 		$4.45M Buy
183,709
+7,652
+4% +$174K ﹤0.01% 2779
2015
Q3 		$3.71M Buy
176,057
+4,869
+3% +$114K ﹤0.01% 2921
2015
Q2 		$4.24M Buy
171,188
+22,346
+15% +$608K ﹤0.01% 2950
2015
Q1 		$4.45M Sell
148,842
-31,061
-17% -$891K ﹤0.01% 2865
2014
Q4 		$4.84M Buy
179,903
+16,696
+10% +$472K ﹤0.01% 2756
2014
Q3 		$4.59M Buy
163,207
+6,977
+4% +$220K ﹤0.01% 2701
2014
Q2 		$5.02M Buy
156,230
+9,380
+6% +$303K ﹤0.01% 2666
2014
Q1 		$4.71M Buy
146,850
+14,113
+11% +$414K ﹤0.01% 2638
2013
Q4 		$3.85M Sell
132,737
-12,527
-9% -$383K ﹤0.01% 2810
2013
Q3 		$4.46M Buy
145,264
+65,544
+82% +$1.87M ﹤0.01% 2540
2013
Q2 		$2.1M Buy
+79,720
New +$2.43M ﹤0.01% 3111

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

Morgan Stanley's WBK Position: Q1 2022 in Review

Morgan Stanley sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 80,144 shares — an estimated $1.24M sold.

Morgan Stanley first reported a position in WBK in Q2 2013 and held it in 35 quarters. The position peaked at $6.76M in Q4 2016. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Morgan Stanley reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Morgan Stanley sold 80,144 Westpac Banking Corporation shares in Q1 2022, an estimated $1.24M.
  • Morgan Stanley first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 35 quarters.
  • Morgan Stanley's Westpac Banking Corporation position peaked at $6.76M in Q4 2016.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Morgan Stanley's 13F filing for Q1 2022, filed 13 May 2022.