SWM
WBK

Spire Wealth Management’s Westpac Banking Corporation WBK Stock Holding History

Spire Wealth Management’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
-200
Closed -$3K – 3020
2021
Q4 		$3K Hold
200
– – ﹤0.01% 2751
2021
Q3 		$4K Hold
200
– – ﹤0.01% 2371
2021
Q2 		$4K Sell
200
-100
-33% -$1.99K ﹤0.01% 2395
2021
Q1 		$6K Buy
+300
New +$5.3K ﹤0.01% 2609

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

Spire Wealth Management's WBK Position: Q1 2022 in Review

Spire Wealth Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 200 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in WBK in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • Spire Wealth Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 200 Westpac Banking Corporation shares in Q1 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Westpac Banking Corporation in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Westpac Banking Corporation position peaked at $6K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.