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Advisor Group’s Westlake Corp WLK Stock Holding History

Advisor Group’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
2019
Q4 		$60K Sell
863
-252
-23% -$16.9K ﹤0.01% 3306
2019
Q3 		$72K Sell
1,115
-228
-17% -$14.7K ﹤0.01% 3134
2019
Q2 		$93K Sell
1,343
-1,400
-51% -$93.2K ﹤0.01% 2920
2019
Q1 		$186K Sell
2,743
-422
-13% -$30.6K ﹤0.01% 2342
2018
Q4 		$210K Buy
3,165
+2,197
+227% +$159K ﹤0.01% 2060
2018
Q3 		$80K Buy
968
+108
+13% +$10.6K ﹤0.01% 2922
2018
Q2 		$92K Sell
860
-1
-0.1% -$112 ﹤0.01% 2591
2018
Q1 		$96K Sell
861
-640
-43% -$71.2K ﹤0.01% 2594
2017
Q4 		$159K Buy
1,501
+859
+134% +$79.6K ﹤0.01% 2189
2017
Q3 		$53K Buy
642
+576
+873% +$42.3K ﹤0.01% 2896
2017
Q2 		$5K Buy
66
+44
+200% +$2.79K ﹤0.01% 4257
2017
Q1 		$2K Buy
22
+8
+57% +$506 ﹤0.01% 4421
2016
Q4 		$1K Sell
14
-173
-93% -$9.45K ﹤0.01% 4413
2016
Q3 		$10K Buy
187
+161
+619% +$7.77K ﹤0.01% 3567
2016
Q2 		$0 Buy
+26
New +$1.19K ﹤0.01% 4515

Other funds holding WLK

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's WLK Position: Q4 2019 in Review

Advisor Group reduced its Westlake Corp (WLK) stake by 23% in Q4 2019, selling an estimated $16.9K and leaving 863 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

Advisor Group first reported a position in WLK in Q2 2016 and has held it in 15 quarters since. The position peaked at $210K in Q4 2018. 250 funds tracked by Wall St. Rank hold WLK as of Q4 2019.

  • Advisor Group held 863 shares of Westlake Corp worth $60K as of Q4 2019.
  • Advisor Group sold 252 Westlake Corp shares in Q4 2019, an estimated $16.9K.
  • Westlake Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3306 holding.
  • Advisor Group first reported a position in Westlake Corp in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Westlake Corp position peaked at $210K in Q4 2018.
  • 250 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.