AWM
WLK icon

AE Wealth Management’s Westlake Corp WLK Stock Holding History

AE 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
Q4 		– Sell
-2,316
Closed -$289K – 2198
2023
Q3 		$289K Sell
2,316
-891
-28% -$114K ﹤0.01% 1628
2023
Q2 		$383K Buy
3,207
+1,288
+67% +$147K ﹤0.01% 1511
2023
Q1 		$223K Buy
+1,919
New +$221K ﹤0.01% 1685
2022
Q3 		– Sell
-4,732
Closed -$464K – 1891
2022
Q2 		$464K Buy
+4,732
New +$580K ﹤0.01% 1241

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Victory Capital Management
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OAG
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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