Whittier Trust’s Westpac Banking Corporation WBK Stock Holding History

Whittier Trust’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	-975	Closed	-$15K	–	1774
2021 Q4	$15K	Hold	975	–	–	﹤0.01%	1252
2021 Q3	$18K	Hold	975	–	–	﹤0.01%	1160
2021 Q2	$19K	Hold	975	–	–	﹤0.01%	1163
2021 Q1	$18K	Hold	975	–	–	﹤0.01%	1158
2020 Q4	$15K	Hold	975	–	–	﹤0.01%	1109
2020 Q3	$12K	Sell	975 -355	-27%	-$4.41K	﹤0.01%	1107
2020 Q2	$16K	Sell	1,330 -3,491	-72%	-$38.3K	﹤0.01%	1004
2020 Q1	$50K	Buy	4,821 +355	+8%	+$5.27K	﹤0.01%	812
2019 Q4	$76K	Hold	4,466	–	–	﹤0.01%	751
2019 Q3	$89K	Buy	4,466 +3,491	+358%	+$68.3K	﹤0.01%	724
2019 Q2	$19K	Hold	975	–	–	﹤0.01%	972
2019 Q1	$18K	Sell	975 -1,042	-52%	-$19.4K	﹤0.01%	979
2018 Q4	$35K	Sell	2,017 -83	-4%	-$1.54K	﹤0.01%	855
2018 Q3	$43K	Hold	2,100	–	–	﹤0.01%	804
2018 Q2	$46K	Sell	2,100 -265	-11%	-$5.75K	﹤0.01%	781
2018 Q1	$52K	Hold	2,365	–	–	﹤0.01%	768
2017 Q4	$57K	Hold	2,365	–	–	﹤0.01%	724
2017 Q3	$60K	Hold	2,365	–	–	﹤0.01%	697
2017 Q2	$55K	Hold	2,365	–	–	﹤0.01%	688
2017 Q1	$63K	Hold	2,365	–	–	﹤0.01%	668
2016 Q4	$56K	Sell	2,365 -700	-23%	-$16.4K	﹤0.01%	691
2016 Q3	$70K	Hold	3,065	–	–	﹤0.01%	646
2016 Q2	$67K	Hold	3,065	–	–	﹤0.01%	665
2016 Q1	$71K	Sell	3,065 -6,319	-67%	-$141K	﹤0.01%	655
2015 Q4	$227K	Buy	9,384 +6,319	+206%	+$144K	0.01%	440
2015 Q3	$64K	Hold	3,065	–	–	﹤0.01%	666
2015 Q2	$76K	Sell	3,065 -1,137	-27%	-$30.9K	﹤0.01%	657
2015 Q1	$125K	Sell	4,202 -93	-2%	-$2.67K	0.01%	552
2014 Q4	$116K	Hold	4,295	–	–	0.01%	527
2014 Q3	$121K	Hold	4,295	–	–	0.01%	507
2014 Q2	$138K	Sell	4,295 -435	-9%	-$14K	0.01%	484
2014 Q1	$152K	Hold	4,730	–	–	0.01%	475
2013 Q4	$137K	Sell	4,730 -425	-8%	-$13K	0.01%	492
2013 Q3	$158K	Sell	5,155 -2,725	-35%	-$77.7K	0.01%	472
2013 Q2	$208K	Buy	+7,880	New	+$240K	0.01%	426

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's WBK Position: Q1 2022 in Review

Whittier Trust sold out of Westpac Banking Corporation (WBK) in Q1 2022, closing a stake of 975 shares — an estimated $15K sold.

Whittier Trust first reported a position in WBK in Q2 2013 and held it in 35 quarters. The position peaked at $227K in Q4 2015. 38 funds tracked by Wall St. Rank hold WBK as of Q1 2022.

Whittier Trust reported no remaining Westpac Banking Corporation position as of Q1 2022 after selling out during the quarter.
Whittier Trust sold 975 Westpac Banking Corporation shares in Q1 2022, an estimated $15K.
Whittier Trust first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 35 quarters.
Whittier Trust's Westpac Banking Corporation position peaked at $227K in Q4 2015.
38 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q1 2022.

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