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Anchor Investment Management’s Westlake Corp WLK Stock Holding History

Anchor Investment 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
-52
Closed -$6.48K – 994
2023
Q3 		$6.48K Hold
52
– – ﹤0.01% 806
2023
Q2 		$6.21K Hold
52
– – ﹤0.01% 806
2023
Q1 		$6.03K Hold
52
– – ﹤0.01% 808
2022
Q4 		$5.33K Hold
52
– – ﹤0.01% 783
2022
Q3 		$4.52K Hold
52
– – ﹤0.01% 810
2022
Q2 		$5.1K Buy
+52
New +$6.37K ﹤0.01% 807

Other funds holding WLK

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
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

Anchor Investment Management's WLK Position: Q4 2023 in Review

Anchor Investment Management sold out of Westlake Corp (WLK) in Q4 2023, closing a stake of 52 shares — an estimated $6.48K sold.

Anchor Investment Management first reported a position in WLK in Q2 2022 and held it in 6 quarters. The position peaked at $6.48K in Q3 2023. 356 funds tracked by Wall St. Rank hold WLK as of Q4 2023.

  • Anchor Investment Management reported no remaining Westlake Corp position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 52 Westlake Corp shares in Q4 2023, an estimated $6.48K.
  • Anchor Investment Management first reported a position in Westlake Corp in Q2 2022 and held it in 6 quarters.
  • Anchor Investment Management's Westlake Corp position peaked at $6.48K in Q3 2023.
  • 356 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.