Northwestern Mutual Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Northwestern Mutual Wealth Management’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	-9,098	Closed	-$140K	–	3571
2021 Q4	$140K	Sell	9,098 -8,041	-47%	-$135K	﹤0.01%	1579
2021 Q3	$317K	Sell	17,139 -2,837	-14%	-$53K	﹤0.01%	1170
2021 Q2	$386K	Sell	19,976 -305	-2%	-$6.07K	﹤0.01%	1075
2021 Q1	$376K	Buy	20,281 +14	+0.1%	+$247	﹤0.01%	1023
2020 Q4	$302K	Buy	20,267 +98	+0.5%	+$1.37K	﹤0.01%	1001
2020 Q3	$243K	Buy	20,169 +3,475	+21%	+$43.1K	﹤0.01%	962
2020 Q2	$209K	Buy	16,694 +9,262	+125%	+$102K	﹤0.01%	954
2020 Q1	$76K	Sell	7,432 -240	-3%	-$3.56K	﹤0.01%	1216
2019 Q4	$130K	Sell	7,672 -2,902	-27%	-$52.5K	﹤0.01%	1118
2019 Q3	$211K	Sell	10,574 -1,066	-9%	-$20.9K	﹤0.01%	876
2019 Q2	$232K	Buy	11,640 +309	+3%	+$5.92K	﹤0.01%	843
2019 Q1	$210K	Sell	11,331 -1,749	-13%	-$32.6K	﹤0.01%	848
2018 Q4	$229K	Sell	13,080 -7,292	-36%	-$136K	﹤0.01%	758
2018 Q3	$408K	Sell	20,372 -649	-3%	-$13.7K	﹤0.01%	615
2018 Q2	$456K	Buy	21,021 +324	+2%	+$7.03K	﹤0.01%	549
2018 Q1	$459K	Buy	20,697 +243	+1%	+$5.82K	﹤0.01%	539
2017 Q4	$499K	Sell	20,454 -140	-0.7%	-$3.46K	﹤0.01%	517
2017 Q3	$519K	Buy	20,594 +1,300	+7%	+$32.7K	﹤0.01%	472
2017 Q2	$451K	Sell	19,294 -340	-2%	-$8.25K	﹤0.01%	497
2017 Q1	$525K	Buy	19,634 +3,405	+21%	+$86.6K	﹤0.01%	442
2016 Q4	$381K	Buy	+16,229	New	+$379K	﹤0.01%	498
2016 Q3	–	Sell	-4,638	Closed	-$102K	–	2022
2016 Q2	$102K	Buy	4,638 +536	+13%	+$12K	﹤0.01%	723
2016 Q1	$96K	Buy	4,102 +226	+6%	+$5.03K	﹤0.01%	714
2015 Q4	$94K	Buy	3,876 +12	+0.3%	+$273	﹤0.01%	648
2015 Q3	$81K	Buy	3,864 +524	+16%	+$12.2K	﹤0.01%	625
2015 Q2	$83K	Buy	3,340 +708	+27%	+$19.3K	﹤0.01%	587
2015 Q1	$79K	Buy	2,632 +365	+16%	+$10.5K	﹤0.01%	577
2014 Q4	$61K	Hold	2,267	–	–	﹤0.01%	617
2014 Q3	$64K	Hold	2,267	–	–	﹤0.01%	571
2014 Q2	$73K	Sell	2,267 -1,898	-46%	-$61.3K	﹤0.01%	539
2014 Q1	$134K	Buy	4,165 +3,750	+904%	+$110K	0.01%	437
2013 Q4	$12K	Buy	+415	New	+$12.7K	﹤0.01%	898

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

Northwestern Mutual Wealth Management's WBK Position: Q1 2022 in Review

Northwestern Mutual Wealth Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 9,098 shares — an estimated $140K sold.

Northwestern Mutual Wealth Management first reported a position in WBK in Q4 2013 and held it in 32 quarters. The position peaked at $525K in Q1 2017. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Northwestern Mutual Wealth Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 9,098 Westpac Banking Corporation shares in Q1 2022, an estimated $140K.
Northwestern Mutual Wealth Management first reported a position in Westpac Banking Corporation in Q4 2013 and held it in 32 quarters.
Northwestern Mutual Wealth Management's Westpac Banking Corporation position peaked at $525K in Q1 2017.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.