UBS Group
WBK

UBS Group’s Westpac Banking Corporation WBK Stock Holding History

UBS Group’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
-23,043
Closed -$356K – 11648
2021
Q4 		$356K Buy
23,043
+6,326
+38% +$106K ﹤0.01% 5254
2021
Q3 		$309K Buy
16,717
+266
+2% +$4.97K ﹤0.01% 5024
2021
Q2 		$317K Sell
16,451
-124,883
-88% -$2.49M ﹤0.01% 5047
2021
Q1 		$2.62M Buy
141,334
+5,942
+4% +$105K ﹤0.01% 3282
2020
Q4 		$2.02M Sell
135,392
-95,754
-41% -$1.34M ﹤0.01% 3402
2020
Q3 		$2.78M Buy
231,146
+213,432
+1,205% +$2.65M ﹤0.01% 2742
2020
Q2 		$222K Sell
17,714
-84,502
-83% -$926K ﹤0.01% 4739
2020
Q1 		$1.05M Sell
102,216
-1,002,332
-91% -$14.9M ﹤0.01% 3305
2019
Q4 		$18.8M Buy
1,104,548
+719,724
+187% +$13M 0.01% 1427
2019
Q3 		$7.69M Buy
384,824
+10,170
+3% +$199K ﹤0.01% 1980
2019
Q2 		$7.47M Buy
374,654
+16,289
+5% +$312K ﹤0.01% 1992
2019
Q1 		$6.63M Buy
358,365
+131,224
+58% +$2.45M ﹤0.01% 1983
2018
Q4 		$3.97M Sell
227,141
-84,945
-27% -$1.58M ﹤0.01% 2367
2018
Q3 		$6.25M Buy
312,086
+7,106
+2% +$150K ﹤0.01% 2162
2018
Q2 		$6.61M Sell
304,980
-19,874
-6% -$431K ﹤0.01% 2104
2018
Q1 		$7.21M Buy
324,854
+30,849
+10% +$739K ﹤0.01% 1981
2017
Q4 		$7.17M Sell
294,005
-42,618
-13% -$1.05M ﹤0.01% 2012
2017
Q3 		$8.49M Buy
336,623
+39,830
+13% +$1M ﹤0.01% 1741
2017
Q2 		$6.95M Sell
296,793
-13,701
-4% -$333K ﹤0.01% 1845
2017
Q1 		$8.3M Buy
310,494
+21,290
+7% +$542K ﹤0.01% 1651
2016
Q4 		$6.79M Buy
289,204
+21,893
+8% +$512K ﹤0.01% 1810
2016
Q3 		$6.08M Buy
267,311
+29,923
+13% +$679K ﹤0.01% 1848
2016
Q2 		$5.24M Buy
237,388
+109,219
+85% +$2.45M ﹤0.01% 1915
2016
Q1 		$2.98M Sell
128,169
-15,764
-11% -$351K ﹤0.01% 2325
2015
Q4 		$3.49M Sell
143,933
-15,317
-10% -$348K ﹤0.01% 2273
2015
Q3 		$3.35M Sell
159,250
-11,016
-6% -$257K ﹤0.01% 2271
2015
Q2 		$4.21M Sell
170,266
-262,840
-61% -$7.15M ﹤0.01% 2245
2015
Q1 		$13M Buy
433,106
+97,273
+29% +$2.79M 0.01% 1266
2014
Q4 		$9.03M Buy
+335,833
New +$9.49M 0.01% 1585

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
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

UBS Group's WBK Position: Q1 2022 in Review

UBS Group sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 23,043 shares — an estimated $356K sold.

UBS Group first reported a position in WBK in Q4 2014 and held it in 29 quarters. The position peaked at $18.8M in Q4 2019. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • UBS Group reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • UBS Group sold 23,043 Westpac Banking Corporation shares in Q1 2022, an estimated $356K.
  • UBS Group first reported a position in Westpac Banking Corporation in Q4 2014 and held it in 29 quarters.
  • UBS Group's Westpac Banking Corporation position peaked at $18.8M in Q4 2019.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on UBS Group's 13F filing for Q1 2022, filed 16 May 2022.