SRC
WBK

Sage Rhino Capital’s Westpac Banking Corporation WBK Stock Holding History

Sage Rhino Capital’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
-14,317
Closed -$221K – 236
2021
Q4 		$221K Sell
14,317
-764
-5% -$12.8K 0.06% 201
2021
Q3 		$279K Buy
15,081
+513
+4% +$9.58K 0.08% 156
2021
Q2 		$281K Buy
14,568
+672
+5% +$13.4K 0.08% 158
2021
Q1 		$258K Buy
13,896
+348
+3% +$6.14K 0.08% 148
2020
Q4 		$202K Sell
13,548
-19
-0.1% -$265 0.08% 163
2020
Q3 		$163K Buy
13,567
+297
+2% +$3.69K 0.08% 153
2020
Q2 		$166K Buy
+13,270
New +$145K 0.09% 148

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

Sage Rhino Capital's WBK Position: Q1 2022 in Review

Sage Rhino Capital sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 14,317 shares — an estimated $221K sold.

Sage Rhino Capital first reported a position in WBK in Q2 2020 and held it in 7 quarters. The position peaked at $281K in Q2 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Sage Rhino Capital reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Sage Rhino Capital sold 14,317 Westpac Banking Corporation shares in Q1 2022, an estimated $221K.
  • Sage Rhino Capital first reported a position in Westpac Banking Corporation in Q2 2020 and held it in 7 quarters.
  • Sage Rhino Capital's Westpac Banking Corporation position peaked at $281K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Sage Rhino Capital's 13F filing for Q1 2022, filed 27 Apr 2022.