Moser Wealth Advisors’s Westpac Banking Corporation WBK Stock Holding History

Moser Wealth Advisors’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	-2,500	Closed	-$39K	–	146
2021 Q4	$39K	Hold	2,500	–	–	0.02%	98
2021 Q3	$46K	Hold	2,500	–	–	0.03%	95
2021 Q2	$48K	Hold	2,500	–	–	0.03%	96
2021 Q1	$46K	Hold	2,500	–	–	0.03%	94
2020 Q4	$37K	Hold	2,500	–	–	0.03%	92
2020 Q3	$30K	Hold	2,500	–	–	0.02%	93
2020 Q2	$31K	Hold	2,500	–	–	0.03%	86
2020 Q1	$26K	Hold	2,500	–	–	0.03%	89
2019 Q4	$42K	Buy	+2,500	New	+$45.2K	0.04%	94

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

Moser Wealth Advisors's WBK Position: Q1 2022 in Review

Moser Wealth Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 2,500 shares — an estimated $39K sold.

Moser Wealth Advisors first reported a position in WBK in Q4 2019 and held it in 9 quarters. The position peaked at $48K in Q2 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Moser Wealth Advisors reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Moser Wealth Advisors sold 2,500 Westpac Banking Corporation shares in Q1 2022, an estimated $39K.
Moser Wealth Advisors first reported a position in Westpac Banking Corporation in Q4 2019 and held it in 9 quarters.
Moser Wealth Advisors's Westpac Banking Corporation position peaked at $48K in Q2 2021.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Moser Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.