RWM
WBK

Ritholtz Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Ritholtz 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
2021
Q4 		– Sell
-11,722
Closed -$217K – 593
2021
Q3 		$217K Sell
11,722
-3,958
-25% -$73.9K 0.02% 447
2021
Q2 		$303K Buy
15,680
+4,450
+40% +$88.6K 0.02% 363
2021
Q1 		$208K Buy
+11,230
New +$198K 0.02% 398

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Ritholtz Wealth Management's WBK Position: Q4 2021 in Review

Ritholtz Wealth Management sold out of Westpac Banking Corporation (WBK) in Q4 2021, closing a stake of 11,722 shares — an estimated $217K sold.

Ritholtz Wealth Management first reported a position in WBK in Q1 2021 and held it in 3 quarters. The position peaked at $303K in Q2 2021. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

  • Ritholtz Wealth Management reported no remaining Westpac Banking Corporation position as of Q4 2021 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,722 Westpac Banking Corporation shares in Q4 2021, an estimated $217K.
  • Ritholtz Wealth Management first reported a position in Westpac Banking Corporation in Q1 2021 and held it in 3 quarters.
  • Ritholtz Wealth Management's Westpac Banking Corporation position peaked at $303K in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on Ritholtz Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.