American Portfolios Advisors’s Westlake Corp WLK Stock Holding History

American Portfolios Advisors’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	$12.2K	Hold	140	–	–	﹤0.01%	2437
2022 Q2	$13.7K	Hold	140	–	–	﹤0.01%	2415
2022 Q1	$17.3K	Buy	140 +80	+133%	+$8.72K	﹤0.01%	2452
2021 Q4	$5.83K	Hold	60	–	–	﹤0.01%	2842
2021 Q3	$5.47K	Hold	60	–	–	﹤0.01%	2814
2021 Q2	$5.41K	Hold	60	–	–	﹤0.01%	2779
2021 Q1	$5.33K	Hold	60	–	–	﹤0.01%	2673
2020 Q4	$4.9K	Hold	60	–	–	﹤0.01%	2424
2020 Q3	$3.79K	Hold	60	–	–	﹤0.01%	2384
2020 Q2	$3.22K	Hold	60	–	–	﹤0.01%	2383
2020 Q1	$2.29K	Hold	60	–	–	﹤0.01%	2347
2019 Q4	$4.21K	Hold	60	–	–	﹤0.01%	2357
2019 Q3	$3.93K	Hold	60	–	–	﹤0.01%	2277
2019 Q2	$4.17K	Hold	60	–	–	﹤0.01%	2239
2019 Q1	$4.07K	Hold	60	–	–	﹤0.01%	2162
2018 Q4	$3.97K	Hold	60	–	–	﹤0.01%	1950
2018 Q3	$4.99K	Hold	60	–	–	﹤0.01%	2011
2018 Q2	$6.46K	Sell	60 -2,016	-97%	-$226K	﹤0.01%	1889
2018 Q1	$231K	Buy	2,076 +202	+11%	+$22.5K	0.03%	456
2017 Q4	$200K	Buy	+1,874	New	+$174K	0.03%	501

Other funds holding WLK

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

American Portfolios Advisors's WLK Position: Q3 2022 in Review

American Portfolios Advisors held its Westlake Corp (WLK) position steady in Q3 2022 at 140 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

American Portfolios Advisors first reported a position in WLK in Q4 2017 and has held it in 20 quarters since. The position peaked at $231K in Q1 2018. 321 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

American Portfolios Advisors held 140 shares of Westlake Corp worth $12.2K as of Q3 2022.
American Portfolios Advisors left its Westlake Corp share count unchanged in Q3 2022.
Westlake Corp made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2437 holding.
American Portfolios Advisors first reported a position in Westlake Corp in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Westlake Corp position peaked at $231K in Q1 2018.
321 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.