Algert Global’s Westlake Corp WLK Stock Holding History

Algert Global’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 Q2	–	Sell	-5,561	Closed	-$686K	–	1407
2022 Q1	$686K	Buy	5,561 +1,791	+48%	+$195K	0.04%	692
2021 Q4	$366K	Hold	3,770	–	–	0.05%	658
2021 Q3	$344K	Buy	+3,770	New	+$323K	0.05%	708
2020 Q3	–	Sell	-4,043	Closed	-$217K	–	493
2020 Q2	$217K	Buy	+4,043	New	+$186K	0.07%	322
2016 Q4	–	Sell	-24,357	Closed	-$1.3M	–	409
2016 Q3	$1.3M	Buy	24,357 +816	+3%	+$39.4K	0.38%	91
2016 Q2	$1.01M	Buy	23,541 +521	+2%	+$23.8K	0.41%	74
2016 Q1	$1.07M	Buy	23,020 +3,010	+15%	+$137K	0.4%	81
2015 Q4	$1.09M	Buy	20,010 +9,380	+88%	+$543K	0.51%	63
2015 Q3	$552K	Sell	10,630 -120	-1%	-$7.01K	0.31%	125
2015 Q2	$737K	Buy	10,750 +3,640	+51%	+$265K	0.41%	83
2015 Q1	$511K	Buy	+7,110	New	+$456K	0.28%	144
2014 Q1	–	Sell	-8,780	Closed	-$536K	–	377
2013 Q4	$536K	Buy	+8,780	New	+$493K	0.14%	210

Other funds holding WLK

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

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

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

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Algert Global's WLK Position: Q2 2022 in Review

Algert Global sold out of Westlake Corp (WLK) in Q2 2022, closing a stake of 5,561 shares — an estimated $686K sold.

Algert Global first reported a position in WLK in Q4 2013 and held it in 12 quarters. The position peaked at $1.3M in Q3 2016. 353 funds tracked by Wall St. Rank hold WLK as of Q2 2022.

Algert Global reported no remaining Westlake Corp position as of Q2 2022 after selling out during the quarter.
Algert Global sold 5,561 Westlake Corp shares in Q2 2022, an estimated $686K.
Algert Global first reported a position in Westlake Corp in Q4 2013 and held it in 12 quarters.
Algert Global's Westlake Corp position peaked at $1.3M in Q3 2016.
353 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2022.

Based on Algert Global's 13F filing for Q2 2022, filed 15 Aug 2022.