SGI
WBK

Summit Global Investments’s Westpac Banking Corporation WBK Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-10,971
Closed -$212K – 592
2021
Q2 		$212K Buy
+10,971
New +$218K 0.01% 525

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Global Investments's WBK Position: Q3 2021 in Review

Summit Global Investments sold out of Westpac Banking Corporation (WBK) in Q3 2021, closing a stake of 10,971 shares — an estimated $212K sold.

Summit Global Investments first reported a position in WBK in Q2 2021 and held it in 1 quarter. The position peaked at $212K in Q2 2021. 121 funds tracked by Wall St. Rank hold WBK as of Q3 2021.

  • Summit Global Investments reported no remaining Westpac Banking Corporation position as of Q3 2021 after selling out during the quarter.
  • Summit Global Investments sold 10,971 Westpac Banking Corporation shares in Q3 2021, an estimated $212K.
  • Summit Global Investments first reported a position in Westpac Banking Corporation in Q2 2021 and held it in 1 quarter.
  • Summit Global Investments's Westpac Banking Corporation position peaked at $212K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.