WhitTier Trust Company’s Westpac Banking Corporation WBK Stock Holding History

WhitTier Trust Company’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	-220	Closed	-$3K	–	1138
2021 Q4	$3K	Hold	220	–	–	﹤0.01%	1010
2021 Q3	$4K	Hold	220	–	–	﹤0.01%	1040
2021 Q2	$4K	Hold	220	–	–	﹤0.01%	946
2021 Q1	$4K	Hold	220	–	–	﹤0.01%	937
2020 Q4	$3K	Hold	220	–	–	﹤0.01%	933
2020 Q3	$3K	Hold	220	–	–	﹤0.01%	925
2020 Q2	$3K	Hold	220	–	–	﹤0.01%	898
2020 Q1	$2K	Hold	220	–	–	﹤0.01%	945
2019 Q4	$4K	Hold	220	–	–	﹤0.01%	953
2019 Q3	$4K	Hold	220	–	–	﹤0.01%	944
2019 Q2	$4K	Hold	220	–	–	﹤0.01%	940
2019 Q1	$4K	Hold	220	–	–	﹤0.01%	939
2018 Q4	$4K	Hold	220	–	–	﹤0.01%	970
2018 Q3	$4K	Hold	220	–	–	﹤0.01%	900
2018 Q2	$5K	Sell	220 -431	-66%	-$9.35K	﹤0.01%	882
2018 Q1	$14K	Hold	651	–	–	﹤0.01%	804
2017 Q4	$16K	Hold	651	–	–	﹤0.01%	749
2017 Q3	$16K	Hold	651	–	–	﹤0.01%	735
2017 Q2	$15K	Hold	651	–	–	﹤0.01%	730
2017 Q1	$17K	Hold	651	–	–	﹤0.01%	712
2016 Q4	$15K	Hold	651	–	–	﹤0.01%	726
2016 Q3	$15K	Sell	651 -2,419	-79%	-$54.9K	﹤0.01%	727
2016 Q2	$68K	Hold	3,070	–	–	0.01%	479
2016 Q1	$71K	Hold	3,070	–	–	0.01%	471
2015 Q4	$74K	Sell	3,070 -1,000	-25%	-$22.7K	0.01%	460
2015 Q3	$86K	Hold	4,070	–	–	0.01%	439
2015 Q2	$101K	Sell	4,070 -5	-0.1%	-$136	0.01%	438
2015 Q1	$122K	Hold	4,075	–	–	0.01%	416
2014 Q4	$110K	Hold	4,075	–	–	0.01%	424
2014 Q3	$115K	Hold	4,075	–	–	0.01%	416
2014 Q2	$131K	Sell	4,075 -2,400	-37%	-$77.5K	0.01%	401
2014 Q1	$208K	Buy	6,475 +1,625	+34%	+$47.6K	0.02%	340
2013 Q4	$141K	Sell	4,850 -1,125	-19%	-$34.4K	0.02%	380
2013 Q3	$183K	Sell	5,975 -375	-6%	-$10.7K	0.02%	335
2013 Q2	$168K	Buy	+6,350	New	+$193K	0.02%	338

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

WhitTier Trust Company's WBK Position: Q1 2022 in Review

WhitTier Trust Company sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 220 shares — an estimated $3K sold.

WhitTier Trust Company first reported a position in WBK in Q2 2013 and held it in 35 quarters. The position peaked at $208K in Q1 2014. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

WhitTier Trust Company reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
WhitTier Trust Company sold 220 Westpac Banking Corporation shares in Q1 2022, an estimated $3K.
WhitTier Trust Company first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 35 quarters.
WhitTier Trust Company's Westpac Banking Corporation position peaked at $208K in Q1 2014.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

Based on WhitTier Trust Company's 13F filing for Q1 2022, filed 29 Apr 2022.