SFS
WBK

Sowell Financial Services’s Westpac Banking Corporation WBK Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-32
Closed -$1K – 3216
2021
Q1 		$1K Buy
+32
New +$565 ﹤0.01% 3075
2020
Q3 		– Sell
-357
Closed -$4K – 2835
2020
Q2 		$4K Buy
357
+300
+526% +$3.29K ﹤0.01% 2016
2020
Q1 		$1K Hold
57
– – ﹤0.01% 2387
2019
Q4 		$1K Buy
57
+2
+4% +$36 ﹤0.01% 2491
2019
Q3 		$1K Buy
+55
New +$1.08K ﹤0.01% 2375

Other funds holding WBK

PPA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Sowell Financial Services's WBK Position: Q2 2021 in Review

Sowell Financial Services sold out of Westpac Banking Corporation (WBK) in Q2 2021, closing a stake of 32 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in WBK in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q2 2020. 121 funds tracked by Wall St. Rank hold WBK as of Q2 2021.

  • Sowell Financial Services reported no remaining Westpac Banking Corporation position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 32 Westpac Banking Corporation shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Westpac Banking Corporation in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Westpac Banking Corporation position peaked at $4K in Q2 2020.
  • 121 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.