PCG
WBK

Private Capital Group’s Westpac Banking Corporation WBK Stock Holding History

Private Capital 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
2022
Q2 		– Sell
-47
Closed – – 2201
2022
Q1 		$0 Sell
47
-206
-81% -$3.13K ﹤0.01% 2267
2021
Q4 		$4K Sell
253
-116
-31% -$1.95K ﹤0.01% 1657
2021
Q3 		$7K Sell
369
-248
-40% -$4.63K ﹤0.01% 1503
2021
Q2 		$12K Buy
617
+343
+125% +$6.83K ﹤0.01% 1289
2021
Q1 		$5K Buy
274
+139
+103% +$2.46K ﹤0.01% 1537
2020
Q4 		$2K Hold
135
– – ﹤0.01% 1842
2020
Q3 		$2K Buy
135
+47
+53% +$583 ﹤0.01% 1784
2020
Q2 		$1K Buy
+88
New +$964 ﹤0.01% 1941
2020
Q1 		– Sell
-88
Closed -$1K – 2269
2019
Q4 		$1K Hold
88
– – ﹤0.01% 1920
2019
Q3 		$2K Sell
88
-130
-60% -$2.54K ﹤0.01% 1966
2019
Q2 		$5K Buy
218
+130
+148% +$2.49K ﹤0.01% 1665
2019
Q1 		$2K Buy
+88
New +$1.64K ﹤0.01% 1962
2018
Q3 		– Sell
-218
Closed -$4K – 2392
2018
Q2 		$4K Sell
218
-567
-72% -$12.3K ﹤0.01% 1757
2018
Q1 		$17K Sell
785
-329
-30% -$7.88K ﹤0.01% 1155
2017
Q4 		$28 Buy
+1,114
New +$27.5K 0.01% 935

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 $2.08B AUM 38.95% 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

Private Capital Group's WBK Position: Q2 2022 in Review

Private Capital Group sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 47 shares.

Private Capital Group first reported a position in WBK in Q4 2017 and held it in 15 quarters. The position peaked at $17K in Q1 2018. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Private Capital Group reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • Private Capital Group sold 47 Westpac Banking Corporation shares in Q2 2022.
  • Private Capital Group first reported a position in Westpac Banking Corporation in Q4 2017 and held it in 15 quarters.
  • Private Capital Group's Westpac Banking Corporation position peaked at $17K in Q1 2018.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.