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

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

AE Wealth Management's WLK Position: Q4 2023 in Review

AE Wealth Management sold out of Westlake Corp (WLK) in Q4 2023, closing a stake of 2,316 shares — an estimated $289K sold.

AE Wealth Management first reported a position in WLK in Q2 2022 and held it in 4 quarters. The position peaked at $464K in Q2 2022. 357 funds tracked by Wall St. Rank hold WLK as of Q4 2023.

AE Wealth Management reported no remaining Westlake Corp position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 2,316 Westlake Corp shares in Q4 2023, an estimated $289K.
AE Wealth Management first reported a position in Westlake Corp in Q2 2022 and held it in 4 quarters.
AE Wealth Management's Westlake Corp position peaked at $464K in Q2 2022.
357 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.