AWM
WLK icon

Accurate Wealth Management’s Westlake Corp WLK Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-175
Closed -$19.4K – 1464
2022
Q4 		$19.4K Buy
+175
New +$17.6K 0.01% 691

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accurate Wealth Management's WLK Position: Q1 2023 in Review

Accurate Wealth Management sold out of Westlake Corp (WLK) in Q1 2023, closing a stake of 175 shares — an estimated $19.4K sold.

Accurate Wealth Management first reported a position in WLK in Q4 2022 and held it in 1 quarter. The position peaked at $19.4K in Q4 2022. 340 funds tracked by Wall St. Rank hold WLK as of Q1 2023.

  • Accurate Wealth Management reported no remaining Westlake Corp position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 175 Westlake Corp shares in Q1 2023, an estimated $19.4K.
  • Accurate Wealth Management first reported a position in Westlake Corp in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Westlake Corp position peaked at $19.4K in Q4 2022.
  • 340 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.