Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
–
3224
2021
Q1
$1K
Buy
+32
New
+$565
﹤0.01%
3075
2020
Q3
–
Sell
-357
Closed
-$4K
–
2852
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
Parametric Portfolio Associates
Seattle, Washington
$190B AUM
18.52%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AIA
Avalon Investment & Advisory
Houston, Texas
$3.65B AUM
0.47%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
CGH
Crossmark Global Holdings
Houston, Texas
$6.77B AUM
27.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close