Rockefeller Capital Management
WBK

Rockefeller Capital Management’s Westpac Banking Corporation WBK Stock Holding History

Rockefeller Capital 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
2022
Q2 		– Sell
-425
Closed – – 4602
2022
Q1 		$0 Buy
425
+393
+1,228% +$5.96K ﹤0.01% 4241
2021
Q4 		$0 Sell
32
-408
-93% -$6.84K ﹤0.01% 4155
2021
Q3 		$8K Buy
+440
New +$8.22K ﹤0.01% 3018
2020
Q4 		– Sell
-483
Closed -$5K – 3111
2020
Q3 		$5K Buy
+483
New +$6K ﹤0.01% 2256
2020
Q1 		– Sell
-55
Closed -$1K – 2564
2019
Q4 		$1K Hold
55
– – ﹤0.01% 2031
2019
Q3 		$1K Sell
55
-401
-88% -$7.85K ﹤0.01% 1900
2019
Q2 		$9K Sell
456
-4,715
-91% -$90.3K ﹤0.01% 1295
2019
Q1 		$96K Buy
+5,171
New +$96.4K ﹤0.01% 770

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

Rockefeller Capital Management's WBK Position: Q2 2022 in Review

Rockefeller Capital Management sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 425 shares.

Rockefeller Capital Management first reported a position in WBK in Q1 2019 and held it in 8 quarters. The position peaked at $96K in Q1 2019. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • Rockefeller Capital Management reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 425 Westpac Banking Corporation shares in Q2 2022.
  • Rockefeller Capital Management first reported a position in Westpac Banking Corporation in Q1 2019 and held it in 8 quarters.
  • Rockefeller Capital Management's Westpac Banking Corporation position peaked at $96K in Q1 2019.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on Rockefeller Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.