SVB Wealth’s Westpac Banking Corporation WBK Stock Holding History

SVB Wealth’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 Q4	–	Sell	-43,766	Closed	-$811K	–	997
2021 Q3	$811K	Sell	43,766 -2,970	-6%	-$55.5K	0.01%	447
2021 Q2	$903K	Buy	46,736 +32,357	+225%	+$644K	0.01%	408
2021 Q1	$267K	Buy	14,379 +4,287	+42%	+$75.7K	﹤0.01%	736
2020 Q4	$150K	Buy	+10,092	New	+$141K	﹤0.01%	770

Other funds holding WBK

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T 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 $7.71B AUM 37.66% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

SVB Wealth's WBK Position: Q4 2021 in Review

SVB Wealth sold out of Westpac Banking Corporation (WBK) in Q4 2021, closing a stake of 43,766 shares — an estimated $811K sold.

SVB Wealth first reported a position in WBK in Q4 2020 and held it in 4 quarters. The position peaked at $903K in Q2 2021. 132 funds tracked by Wall St. Rank hold WBK as of Q4 2021.

SVB Wealth reported no remaining Westpac Banking Corporation position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 43,766 Westpac Banking Corporation shares in Q4 2021, an estimated $811K.
SVB Wealth first reported a position in Westpac Banking Corporation in Q4 2020 and held it in 4 quarters.
SVB Wealth's Westpac Banking Corporation position peaked at $903K in Q2 2021.
132 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.