Vanguard Personalized Indexing Management’s Westpac Banking Corporation WBK Stock Holding History

Vanguard Personalized Indexing 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	-40,474	Closed	-$624K	–	1251
2021 Q4	$624K	Buy	40,474 +4,121	+11%	+$69.1K	0.04%	612
2021 Q3	$674K	Buy	36,353 +2,477	+7%	+$46.3K	0.06%	368
2021 Q2	$654K	Sell	33,876 -20,269	-37%	-$404K	0.07%	368
2021 Q1	$1M	Sell	54,145 -2,842	-5%	-$50.2K	0.15%	144
2020 Q4	$849K	Buy	56,987 +5,445	+11%	+$76K	0.18%	117
2020 Q3	$621K	Buy	51,542 +17,596	+52%	+$218K	0.17%	140
2020 Q2	$425K	Buy	+33,946	New	+$372K	0.19%	127

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

Vanguard Personalized Indexing Management's WBK Position: Q1 2022 in Review

Vanguard Personalized Indexing Management sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 40,474 shares — an estimated $624K sold.

Vanguard Personalized Indexing Management first reported a position in WBK in Q2 2020 and held it in 7 quarters. The position peaked at $1M in Q1 2021. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Vanguard Personalized Indexing Management reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 40,474 Westpac Banking Corporation shares in Q1 2022, an estimated $624K.
Vanguard Personalized Indexing Management first reported a position in Westpac Banking Corporation in Q2 2020 and held it in 7 quarters.
Vanguard Personalized Indexing Management's Westpac Banking Corporation position peaked at $1M in Q1 2021.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2022, filed 16 May 2022.