Stifel Financial’s Westpac Banking Corporation WBK Stock Holding History

Stifel Financial’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	-13,252	Closed	-$204K	–	3574
2021 Q4	$204K	Sell	13,252 -3,661	-22%	-$61.4K	﹤0.01%	3140
2021 Q3	$314K	Buy	+16,913	New	+$316K	﹤0.01%	2876
2021 Q1	–	Sell	-10,086	Closed	-$150K	–	3351
2020 Q4	$150K	Sell	10,086 -1,724	-15%	-$24.1K	﹤0.01%	2880
2020 Q3	$143K	Sell	11,810 -5,704	-33%	-$70.8K	﹤0.01%	2696
2020 Q2	$220K	Buy	17,514 +2,622	+18%	+$28.7K	﹤0.01%	2544
2020 Q1	$153K	Buy	14,892 +4,701	+46%	+$69.8K	﹤0.01%	2507
2019 Q4	$174K	Sell	10,191 -1,691	-14%	-$30.6K	﹤0.01%	2801
2019 Q3	$239K	Buy	+11,882	New	+$233K	﹤0.01%	2563
2018 Q4	–	Sell	-34,643	Closed	-$696K	–	2923
2018 Q3	$696K	Buy	34,643 +1,145	+3%	+$24.2K	﹤0.01%	1918
2018 Q2	$727K	Sell	33,498 -4,087	-11%	-$88.7K	﹤0.01%	1821
2018 Q1	$833K	Sell	37,585 -2,211	-6%	-$53K	﹤0.01%	1688
2017 Q4	$966K	Buy	39,796 +2,181	+6%	+$53.9K	﹤0.01%	1552
2017 Q3	$959K	Buy	37,615 +1,667	+5%	+$41.9K	﹤0.01%	1508
2017 Q2	$842K	Buy	35,948 +6,995	+24%	+$170K	﹤0.01%	1558
2017 Q1	$776K	Buy	28,953 +238	+0.8%	+$6.05K	﹤0.01%	1577
2016 Q4	$675K	Sell	28,715 -7,598	-21%	-$178K	﹤0.01%	1608
2016 Q3	$823K	Sell	36,313 -6,786	-16%	-$154K	﹤0.01%	1446
2016 Q2	$953K	Buy	43,099 +10,074	+31%	+$226K	﹤0.01%	1367
2016 Q1	$767K	Buy	33,025 +5,661	+21%	+$126K	﹤0.01%	1358
2015 Q4	$663K	Sell	27,364 -19,119	-41%	-$434K	﹤0.01%	1498
2015 Q3	$978K	Sell	46,483 -2,655	-5%	-$62K	0.01%	1229
2015 Q2	$1.2M	Buy	49,138 +25,934	+112%	+$705K	0.01%	1273
2015 Q1	$694K	Buy	23,204 +3,750	+19%	+$108K	﹤0.01%	1452
2014 Q4	$523K	Buy	19,454 +3,792	+24%	+$107K	﹤0.01%	1594
2014 Q3	$440K	Buy	+15,662	New	+$493K	﹤0.01%	1606

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

Stifel Financial's WBK Position: Q1 2022 in Review

Stifel Financial sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 13,252 shares — an estimated $204K sold.

Stifel Financial first reported a position in WBK in Q3 2014 and held it in 25 quarters. The position peaked at $1.2M in Q2 2015. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Stifel Financial reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Stifel Financial sold 13,252 Westpac Banking Corporation shares in Q1 2022, an estimated $204K.
Stifel Financial first reported a position in Westpac Banking Corporation in Q3 2014 and held it in 25 quarters.
Stifel Financial's Westpac Banking Corporation position peaked at $1.2M in Q2 2015.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

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