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Aaron Wealth Advisors’s Westlake Corp WLK Stock Holding History

Aaron Wealth Advisors’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,392
Closed -$209K – 482
2024
Q3 		$209K Buy
+1,392
New +$200K 0.02% 404
2022
Q2 		– Sell
-39,488
Closed -$320K – 848
2022
Q1 		$320K Buy
+39,488
New +$4.31M ﹤0.01% 645

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aaron Wealth Advisors's WLK Position: Q4 2024 in Review

Aaron Wealth Advisors sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 1,392 shares — an estimated $209K sold.

Aaron Wealth Advisors first reported a position in WLK in Q1 2022 and held it in 2 quarters. The position peaked at $320K in Q1 2022. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Aaron Wealth Advisors reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,392 Westlake Corp shares in Q4 2024, an estimated $209K.
  • Aaron Wealth Advisors first reported a position in Westlake Corp in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Westlake Corp position peaked at $320K in Q1 2022.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Aaron Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.