RJFSA
WBK

Raymond James Financial Services Advisors’s Westpac Banking Corporation WBK Stock Holding History

Raymond James Financial Services Advisors’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
-10,693
Closed -$165K – 3530
2021
Q4 		$165K Buy
10,693
+190
+2% +$3.19K ﹤0.01% 3037
2021
Q3 		$195K Buy
+10,503
New +$196K ﹤0.01% 2994
2017
Q1 		– Sell
-16,792
Closed -$394K – 2568
2016
Q4 		$394K Buy
16,792
+410
+3% +$9.59K ﹤0.01% 1661
2016
Q3 		$373K Sell
16,382
-2,166
-12% -$49.2K ﹤0.01% 1657
2016
Q2 		$410K Sell
18,548
-709
-4% -$15.9K ﹤0.01% 1532
2016
Q1 		$448K Buy
19,257
+786
+4% +$17.5K 0.01% 1319
2015
Q4 		$448K Buy
18,471
+176
+1% +$4K 0.01% 1253
2015
Q3 		$385K Buy
18,295
+1,145
+7% +$26.8K 0.01% 1152
2015
Q2 		$424K Buy
+17,150
New +$466K 0.03% 494

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
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

Raymond James Financial Services Advisors's WBK Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 10,693 shares — an estimated $165K sold.

Raymond James Financial Services Advisors first reported a position in WBK in Q2 2015 and held it in 9 quarters. The position peaked at $448K in Q1 2016. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Raymond James Financial Services Advisors reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 10,693 Westpac Banking Corporation shares in Q1 2022, an estimated $165K.
  • Raymond James Financial Services Advisors first reported a position in Westpac Banking Corporation in Q2 2015 and held it in 9 quarters.
  • Raymond James Financial Services Advisors's Westpac Banking Corporation position peaked at $448K in Q1 2016.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.