SFA
WBK

Sequoia Financial Advisors’s Westpac Banking Corporation WBK Stock Holding History

Sequoia Financial 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
-11,814
Closed -$182K – 716
2021
Q4 		$182K Buy
+11,814
New +$198K 0.01% 555
2016
Q3 		– Sell
-9,996
Closed -$221K – 285
2016
Q2 		$221K Buy
+9,996
New +$224K 0.06% 212

Other funds holding WBK

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SIA
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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

Sequoia Financial Advisors's WBK Position: Q1 2022 in Review

Sequoia Financial Advisors sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 11,814 shares — an estimated $182K sold.

Sequoia Financial Advisors first reported a position in WBK in Q2 2016 and held it in 2 quarters. The position peaked at $221K in Q2 2016. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Sequoia Financial Advisors reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,814 Westpac Banking Corporation shares in Q1 2022, an estimated $182K.
  • Sequoia Financial Advisors first reported a position in Westpac Banking Corporation in Q2 2016 and held it in 2 quarters.
  • Sequoia Financial Advisors's Westpac Banking Corporation position peaked at $221K in Q2 2016.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Sequoia Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.