Achmea Investment Management’s Westlake Corp WLK Stock Holding History

Achmea Investment 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
2024 Q4	–	Sell	-5,685	Closed	-$855K	–	420
2024 Q3	$855K	Hold	5,685	–	–	0.01%	370
2024 Q2	$823K	Hold	5,685	–	–	0.01%	364
2024 Q1	$868K	Hold	5,685	–	–	0.02%	373
2023 Q4	$795K	Hold	5,685	–	–	0.02%	413
2023 Q3	$708K	Sell	5,685 -155	-3%	-$19.9K	0.02%	417
2023 Q2	$698K	Hold	5,840	–	–	0.01%	463
2023 Q1	$677K	Hold	5,840	–	–	0.02%	435
2022 Q4	$561K	Hold	5,840	–	–	0.02%	476
2022 Q3	$507K	Buy	5,840 +5,685	+3,668%	+$545K	0.02%	478
2022 Q2	$16K	Buy	+155	New	+$19K	﹤0.01%	607
2020 Q1	–	Sell	-6,473	Closed	-$454K	–	562
2019 Q4	$454K	Hold	6,473	–	–	0.02%	471
2019 Q3	$424K	Hold	6,473	–	–	0.02%	453
2019 Q2	$450K	Hold	6,473	–	–	0.02%	469
2019 Q1	$439K	Hold	6,473	–	–	0.02%	399
2018 Q4	$428K	Buy	+6,473	New	+$468K	0.02%	397
2018 Q3	–	Sell	-7,949	Closed	-$855K	–	499
2018 Q2	$855K	Buy	+7,949	New	+$891K	0.03%	375

Other funds holding WLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Achmea Investment Management's WLK Position: Q4 2024 in Review

Achmea Investment Management sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 5,685 shares — an estimated $855K sold.

Achmea Investment Management first reported a position in WLK in Q2 2018 and held it in 16 quarters. The position peaked at $868K in Q1 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

Achmea Investment Management reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
Achmea Investment Management sold 5,685 Westlake Corp shares in Q4 2024, an estimated $855K.
Achmea Investment Management first reported a position in Westlake Corp in Q2 2018 and held it in 16 quarters.
Achmea Investment Management's Westlake Corp position peaked at $868K in Q1 2024.
377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Achmea Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.