WP
WBK

WealthSource Partners’s Westpac Banking Corporation WBK Stock Holding History

WealthSource Partners’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
-12,138
Closed -$187K – 638
2021
Q4 		$187K Hold
12,138
– – 0.01% 533
2021
Q3 		$225K Buy
+12,138
New +$227K 0.02% 463
2017
Q2 		– Sell
-17,490
Closed -$467K – 331
2017
Q1 		$467K Buy
+17,490
New +$445K 0.17% 128

Other funds holding WBK

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SIA
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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

WealthSource Partners's WBK Position: Q1 2022 in Review

WealthSource Partners sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 12,138 shares — an estimated $187K sold.

WealthSource Partners first reported a position in WBK in Q1 2017 and held it in 3 quarters. The position peaked at $467K in Q1 2017. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

  • WealthSource Partners reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 12,138 Westpac Banking Corporation shares in Q1 2022, an estimated $187K.
  • WealthSource Partners first reported a position in Westpac Banking Corporation in Q1 2017 and held it in 3 quarters.
  • WealthSource Partners's Westpac Banking Corporation position peaked at $467K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.