PFGIA
WBK

Patriot Financial Group Insurance Agency’s Westpac Banking Corporation WBK Stock Holding History

Patriot Financial Group Insurance Agency’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
Closed – – 2323
2021
Q4 		$0 Sell
2
-535
-100% -$8.97K ﹤0.01% 2321
2021
Q3 		$10K Hold
537
– – ﹤0.01% 1502
2021
Q2 		$10K Buy
+537
New +$10.7K ﹤0.01% 1463
2017
Q2 		– Sell
-129
Closed -$3K – 963
2017
Q1 		$3K Buy
+129
New +$3.28K ﹤0.01% 742

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 $5.28B AUM 14.42% 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

Patriot Financial Group Insurance Agency's WBK Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 2 shares.

Patriot Financial Group Insurance Agency first reported a position in WBK in Q1 2017 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 Westpac Banking Corporation shares in Q1 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Westpac Banking Corporation in Q1 2017 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Westpac Banking Corporation position peaked at $10K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.