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Alterna Wealth Management’s Westlake Corp WLK Stock Holding History

Alterna 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
2022
Q1 		– Sell
-2,148
Closed -$209K – 157
2021
Q4 		$209K Buy
+2,148
New +$209K 0.17% 102

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BlackRock
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T. Rowe Price Associates
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Acadian Asset Management
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Prudential Financial
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Alterna Wealth Management's WLK Position: Q1 2022 in Review

Alterna Wealth Management sold out of Westlake Corp (WLK) in Q1 2022, closing a stake of 2,148 shares — an estimated $209K sold.

Alterna Wealth Management first reported a position in WLK in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 327 funds tracked by Wall St. Rank hold WLK as of Q1 2022.

  • Alterna Wealth Management reported no remaining Westlake Corp position as of Q1 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 2,148 Westlake Corp shares in Q1 2022, an estimated $209K.
  • Alterna Wealth Management first reported a position in Westlake Corp in Q4 2021 and held it in 1 quarter.
  • Alterna Wealth Management's Westlake Corp position peaked at $209K in Q4 2021.
  • 327 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2022.

Based on Alterna Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.