Next Financial Group’s Westpac Banking Corporation WBK Stock Holding History

Next Financial Group’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	$9K	Buy	563 +385	+216%	+$6.46K	﹤0.01%	2251
2021 Q3	$3K	Hold	178	–	–	﹤0.01%	2436
2021 Q2	$4K	Hold	178	–	–	﹤0.01%	2293
2021 Q1	$3K	Hold	178	–	–	﹤0.01%	2279
2020 Q4	$3K	Hold	178	–	–	﹤0.01%	2157
2020 Q3	$2K	Buy	+178	New	+$2.21K	﹤0.01%	2074
2020 Q2	–	Sell	-178	Closed	-$2K	–	2164
2020 Q1	$2K	Buy	178 +126	+242%	+$1.87K	﹤0.01%	1975
2019 Q4	$1K	Hold	52	–	–	﹤0.01%	2327
2019 Q3	$1K	Sell	52 -1,456	-97%	-$28.5K	﹤0.01%	2286
2019 Q2	$30K	Sell	1,508 -3,130	-67%	-$59.9K	﹤0.01%	1338
2019 Q1	$86K	Buy	+4,638	New	+$86.5K	0.02%	581
2017 Q2	–	Sell	-35	Closed	-$1K	–	2050
2017 Q1	$1K	Hold	35	–	–	﹤0.01%	1858
2016 Q4	$1K	Hold	35	–	–	﹤0.01%	2355
2016 Q3	$1K	Hold	35	–	–	﹤0.01%	2351
2016 Q2	$0	Hold	35	–	–	﹤0.01%	1967
2016 Q1	$0	Hold	35	–	–	﹤0.01%	2002
2015 Q4	$0	Hold	35	–	–	﹤0.01%	2083
2015 Q3	$0	Hold	35	–	–	﹤0.01%	2091
2015 Q2	$0	Hold	35	–	–	﹤0.01%	2088
2015 Q1	$1K	Hold	35	–	–	﹤0.01%	1832
2014 Q4	$1K	Hold	35	–	–	﹤0.01%	1878
2014 Q3	$1K	Hold	35	–	–	﹤0.01%	2490
2014 Q2	$1K	Buy	+35	New	+$1.13K	﹤0.01%	1200

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

Next Financial Group's WBK Position: Q4 2021 in Review

Next Financial Group increased its Westpac Banking Corporation (WBK) stake by 216% in Q4 2021, buying an estimated $6.46K and bringing the position to 563 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Next Financial Group first reported a position in WBK in Q2 2014 and has held it in 23 quarters since. The position peaked at $86K in Q1 2019. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

Next Financial Group held 563 shares of Westpac Banking Corporation worth $9K as of Q4 2021.
Next Financial Group bought 385 Westpac Banking Corporation shares in Q4 2021, an estimated $6.46K.
Westpac Banking Corporation made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2251 holding.
Next Financial Group first reported a position in Westpac Banking Corporation in Q2 2014 and has held it in 23 quarters since.
Next Financial Group's Westpac Banking Corporation position peaked at $86K in Q1 2019.
132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.