WealthStone’s Westpac Banking Corporation WBK Stock Holding History

WealthStone’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 Q1	$284K	Buy	15,346 +1,250	+9%	+$22.1K	0.1%	172
2020 Q4	$210K	Buy	14,096 +613	+5%	+$8.56K	0.07%	211
2020 Q3	$162K	Buy	13,483 +3,436	+34%	+$42.7K	0.07%	168
2020 Q2	$126K	Buy	+10,047	New	+$110K	0.06%	165
2019 Q3	–	Sell	-264	Closed	-$5.26K	–	720
2019 Q2	$5.26K	Buy	+264	New	+$5.05K	﹤0.01%	331

Other funds holding WBK

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

WealthStone's WBK Position: Q1 2021 in Review

WealthStone increased its Westpac Banking Corporation (WBK) stake by 8.9% in Q1 2021, buying an estimated $22.1K and bringing the position to 15,346 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #172.

WealthStone first reported a position in WBK in Q2 2019 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold WBK as of Q1 2021.

WealthStone held 15,346 shares of Westpac Banking Corporation worth $284K as of Q1 2021.
WealthStone bought 1,250 Westpac Banking Corporation shares in Q1 2021, an estimated $22.1K.
Westpac Banking Corporation made up 0.1% of WealthStone's portfolio in Q1 2021, its #172 holding.
WealthStone first reported a position in Westpac Banking Corporation in Q2 2019 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.