AGF Investments Inc’s Westlake Corp WLK Stock Holding History

AGF Investments Inc’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
2022 Q3	$1.6M	Buy	18,435 +766	+4%	+$73.5K	0.02%	296
2022 Q2	$1.73M	Buy	17,669 +484	+3%	+$59.3K	0.02%	294
2022 Q1	$2.12M	Hold	17,185	–	–	0.02%	300
2021 Q4	$1.67M	Buy	17,185 +557	+3%	+$54.3K	0.01%	366
2021 Q3	$1.51M	Buy	16,628 +316	+2%	+$27.1K	0.01%	364
2021 Q2	$1.47M	Buy	16,312 +362	+2%	+$35.2K	0.01%	372
2021 Q1	$1.42M	Sell	15,950 -70	-0.4%	-$6.08K	0.01%	373
2020 Q4	$1.31M	Buy	16,020 +365	+2%	+$27.3K	0.01%	358
2020 Q3	$990K	Buy	15,655 +353	+2%	+$20.8K	0.01%	370
2020 Q2	$821K	Sell	15,302 -1,403	-8%	-$64.6K	0.01%	377
2020 Q1	$638K	Buy	16,705 +578	+4%	+$32.5K	0.01%	370
2019 Q4	$1.13M	Buy	16,127 +1,067	+7%	+$71.7K	0.01%	295
2019 Q3	$987K	Buy	15,060 +3,265	+28%	+$210K	0.01%	288
2019 Q2	$819K	Buy	11,795 +935	+9%	+$62.2K	0.01%	299
2019 Q1	$737K	Buy	10,860 +653	+6%	+$47.3K	0.01%	308
2018 Q4	$675K	Buy	+10,207	New	+$738K	0.01%	319

Other funds holding WLK

Fidelity Investments

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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