WAM
WBK

World Asset Management’s Westpac Banking Corporation WBK Stock Holding History

World Asset 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
2020
Q2 		– Sell
-33,880
Closed -$347K – 942
2020
Q1 		$347K Hold
33,880
– – 0.03% 523
2019
Q4 		$575K Sell
33,880
-7,699
-19% -$139K 0.03% 554
2019
Q3 		$831K Sell
41,579
-8,268
-17% -$162K 0.04% 435
2019
Q2 		$993K Sell
49,847
-790
-2% -$15.1K 0.05% 391
2019
Q1 		$937K Hold
50,637
– – 0.05% 400
2018
Q4 		$885K Sell
50,637
-34,505
-41% -$641K 0.05% 365
2018
Q3 		$1.7M Sell
85,142
-15,173
-15% -$321K 0.08% 263
2018
Q2 		$2.17M Sell
100,315
-32,814
-25% -$712K 0.11% 209
2018
Q1 		$2.95M Sell
133,129
-56,038
-30% -$1.34M 0.14% 165
2017
Q4 		$4.61M Sell
189,167
-7,403
-4% -$183K 0.15% 145
2017
Q3 		$4.96M Sell
196,570
-513
-0.3% -$12.9K 0.16% 134
2017
Q2 		$4.61M Sell
197,083
-11,285
-5% -$274K 0.16% 141
2017
Q1 		$5.57M Buy
208,368
+3,068
+1% +$78K 0.18% 120
2016
Q4 		$4.82M Sell
205,300
-18,134
-8% -$424K 0.18% 117
2016
Q3 		$5.08M Buy
223,434
+16,967
+8% +$385K 0.18% 120
2016
Q2 		$4.56M Buy
206,467
+15,838
+8% +$355K 0.17% 130
2016
Q1 		$4.43M Buy
190,629
+14,460
+8% +$322K 0.18% 130
2015
Q4 		$4.27M Buy
176,169
+13,495
+8% +$306K 0.16% 143
2015
Q3 		$3.43M Buy
162,674
+14,006
+9% +$327K 0.14% 172
2015
Q2 		$3.68M Sell
148,668
-9,706
-6% -$264K 0.14% 166
2015
Q1 		$4.74M Sell
158,374
-1,061
-0.7% -$30.4K 0.16% 132
2014
Q4 		$4.29M Sell
159,435
-1,177
-0.7% -$33.3K 0.15% 154
2014
Q3 		$4.51M Sell
160,612
-8,789
-5% -$277K 0.14% 166
2014
Q2 		$5.44M Sell
169,401
-5,468
-3% -$177K 0.17% 131
2014
Q1 		$5.61M Sell
174,869
-41,791
-19% -$1.23M 0.17% 124
2013
Q4 		$6.29M Sell
216,660
-63,210
-23% -$1.93M 0.17% 124
2013
Q3 		$8.58M Sell
279,870
-51,875
-16% -$1.48M 0.21% 92
2013
Q2 		$8.75M Buy
+331,745
New +$10.1M 0.2% 103

Other funds holding WBK

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

World Asset Management's WBK Position: Q2 2020 in Review

World Asset Management sold out of Westpac Banking Corporation (WBK) in Q2 2020, closing a stake of 33,880 shares — an estimated $347K sold.

World Asset Management first reported a position in WBK in Q2 2013 and held it in 28 quarters. The position peaked at $8.75M in Q2 2013. 129 funds tracked by Wall St. Rank hold WBK as of Q2 2020.

  • World Asset Management reported no remaining Westpac Banking Corporation position as of Q2 2020 after selling out during the quarter.
  • World Asset Management sold 33,880 Westpac Banking Corporation shares in Q2 2020, an estimated $347K.
  • World Asset Management first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 28 quarters.
  • World Asset Management's Westpac Banking Corporation position peaked at $8.75M in Q2 2013.
  • 129 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2020.

Based on World Asset Management's 13F filing for Q2 2020, filed 24 Jul 2020.