Osaic Holdings
WBK

Osaic Holdings’s Westpac Banking Corporation WBK Stock Holding History

Osaic Holdings’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
-2,760
Closed -$14K – 7912
2022
Q1 		$14K Sell
2,760
-2,717
-50% -$41.2K ﹤0.01% 5964
2021
Q4 		$84K Buy
5,477
+276
+5% +$4.63K ﹤0.01% 4717
2021
Q3 		$95K Sell
5,201
-1,325
-20% -$24.7K ﹤0.01% 4579
2021
Q2 		$125K Sell
6,526
-1,112
-15% -$22.1K ﹤0.01% 4291
2021
Q1 		$141K Sell
7,638
-9,277
-55% -$164K ﹤0.01% 4068
2020
Q4 		$253K Buy
16,915
+1,944
+13% +$27.1K ﹤0.01% 3263
2020
Q3 		$179K Sell
14,971
-8,832
-37% -$110K ﹤0.01% 3352
2020
Q2 		$298K Sell
23,803
-1,342
-5% -$14.7K ﹤0.01% 2781
2020
Q1 		$266K Buy
+25,145
New +$373K ﹤0.01% 2634

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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Osaic Holdings's WBK Position: Q2 2022 in Review

Osaic Holdings sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 2,760 shares — an estimated $14K sold.

Osaic Holdings first reported a position in WBK in Q1 2020 and held it in 9 quarters. The position peaked at $298K in Q2 2020. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Osaic Holdings reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • Osaic Holdings sold 2,760 Westpac Banking Corporation shares in Q2 2022, an estimated $14K.
  • Osaic Holdings first reported a position in Westpac Banking Corporation in Q1 2020 and held it in 9 quarters.
  • Osaic Holdings's Westpac Banking Corporation position peaked at $298K in Q2 2020.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Osaic Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.