SEI Investments’s Westpac Banking Corporation WBK Stock Holding History

SEI Investments’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	-10,532	Closed	-$161K	–	2715
2021 Q4	$161K	Buy	+10,532	New	+$177K	﹤0.01%	2495
2020 Q3	–	Sell	-28,799	Closed	-$360K	–	2559
2020 Q2	$360K	Buy	28,799 +18,611	+183%	+$204K	﹤0.01%	2000
2020 Q1	$104K	Buy	+10,188	New	+$151K	﹤0.01%	2253
2019 Q2	–	Sell	-340	Closed	-$6K	–	2986
2019 Q1	$6K	Buy	+340	New	+$6.34K	﹤0.01%	2822
2018 Q3	–	Sell	-46,796	Closed	-$1.01M	–	3868
2018 Q2	$1.01M	Buy	46,796 +8,689	+23%	+$189K	﹤0.01%	1575
2018 Q1	$845K	Buy	38,107 +12,831	+51%	+$308K	﹤0.01%	1475
2017 Q4	$616K	Sell	25,276 -1,538	-6%	-$38K	﹤0.01%	1617
2017 Q3	$676K	Buy	26,814 +6,673	+33%	+$168K	﹤0.01%	1563
2017 Q2	$472K	Buy	20,141 +3,612	+22%	+$87.7K	﹤0.01%	1646
2017 Q1	$441K	Buy	16,529 +774	+5%	+$19.7K	﹤0.01%	1607
2016 Q4	$370K	Buy	15,755 +2,801	+22%	+$65.5K	﹤0.01%	1653
2016 Q3	$294K	Buy	12,954 +4,755	+58%	+$108K	﹤0.01%	1583
2016 Q2	$181K	Buy	8,199 +4,246	+107%	+$95.1K	﹤0.01%	1580
2016 Q1	$92K	Sell	3,953 -47	-1%	-$1.05K	﹤0.01%	1692
2015 Q4	$97K	Buy	4,000 +769	+24%	+$17.5K	﹤0.01%	1712
2015 Q3	$68K	Buy	3,231 +678	+27%	+$15.8K	﹤0.01%	1857
2015 Q2	$63K	Buy	2,553 +36	+1%	+$979	﹤0.01%	1641
2015 Q1	$72K	Buy	2,517 +193	+8%	+$5.54K	﹤0.01%	1624
2014 Q4	$63K	Buy	+2,324	New	+$65.7K	﹤0.01%	1660

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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 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

SEI Investments's WBK Position: Q1 2022 in Review

SEI Investments sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 10,532 shares — an estimated $161K sold.

SEI Investments first reported a position in WBK in Q4 2014 and held it in 19 quarters. The position peaked at $1.01M in Q2 2018. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

SEI Investments reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
SEI Investments sold 10,532 Westpac Banking Corporation shares in Q1 2022, an estimated $161K.
SEI Investments first reported a position in Westpac Banking Corporation in Q4 2014 and held it in 19 quarters.
SEI Investments's Westpac Banking Corporation position peaked at $1.01M in Q2 2018.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on SEI Investments's 13F filing for Q1 2022, filed 13 May 2022.