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Aperio Group’s Westlake Corp WLK Stock Holding History

Aperio Group’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
2020
Q4 		$3.88M Buy
47,571
+453
+1% +$33.8K 0.01% 941
2020
Q3 		$2.98M Sell
47,118
-2,375
-5% -$140K 0.01% 928
2020
Q2 		$2.65M Sell
49,493
-1,066
-2% -$49.1K 0.01% 982
2020
Q1 		$1.93M Buy
50,559
+29,367
+139% +$1.65M 0.01% 1028
2019
Q4 		$1.49M Buy
21,192
+1,200
+6% +$80.6K 0.01% 1231
2019
Q3 		$1.31M Sell
19,992
-9,626
-33% -$620K 0.01% 1256
2019
Q2 		$2.06M Sell
29,618
-9,327
-24% -$621K 0.01% 1036
2019
Q1 		$2.64M Sell
38,945
-310
-0.8% -$22.5K 0.01% 929
2018
Q4 		$2.6M Buy
39,255
+21,217
+118% +$1.53M 0.01% 874
2018
Q3 		$1.5M Sell
18,038
-357
-2% -$34.9K 0.01% 1184
2018
Q2 		$1.98M Buy
18,395
+264
+1% +$29.6K 0.01% 1032
2018
Q1 		$2.02M Sell
18,131
-476
-3% -$53K 0.01% 1006
2017
Q4 		$1.98M Buy
18,607
+957
+5% +$88.7K 0.01% 981
2017
Q3 		$1.47M Buy
17,650
+814
+5% +$59.8K 0.01% 1073
2017
Q2 		$1.11M Buy
16,836
+6,186
+58% +$393K 0.01% 1184
2017
Q1 		$703K Sell
10,650
-617
-5% -$39K ﹤0.01% 1347
2016
Q4 		$631K Sell
11,267
-3,397
-23% -$186K ﹤0.01% 1372
2016
Q3 		$785K Buy
14,664
+8,914
+155% +$430K 0.01% 1218
2016
Q2 		$247K Sell
5,750
-513
-8% -$23.4K ﹤0.01% 1747
2016
Q1 		$290K Sell
6,263
-17,247
-73% -$783K ﹤0.01% 1681
2015
Q4 		$1.28M Buy
23,510
+8,108
+53% +$470K 0.01% 911
2015
Q3 		$799K Buy
15,402
+8,882
+136% +$519K 0.01% 1073
2015
Q2 		$447K Buy
6,520
+1,498
+30% +$109K ﹤0.01% 1387
2015
Q1 		$361K Buy
+5,022
New +$322K ﹤0.01% 1452
2014
Q4 		– Sell
-4,147
Closed -$359K – 1910
2014
Q3 		$359K Sell
4,147
-91
-2% -$8.23K ﹤0.01% 1296
2014
Q2 		$355K Buy
+4,238
New +$317K 0.01% 1300

Other funds holding WLK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group's WLK Position: Q4 2020 in Review

Aperio Group increased its Westlake Corp (WLK) stake by 0.96% in Q4 2020, buying an estimated $33.8K and bringing the position to 47,571 shares worth $3.88M. The position accounts for 0.01% of the portfolio, ranked #941.

Aperio Group first reported a position in WLK in Q2 2014 and has held it in 26 quarters since. 225 funds tracked by Wall St. Rank hold WLK as of Q4 2020.

  • Aperio Group held 47,571 shares of Westlake Corp worth $3.88M as of Q4 2020.
  • Aperio Group bought 453 Westlake Corp shares in Q4 2020, an estimated $33.8K.
  • Westlake Corp made up 0.01% of Aperio Group's portfolio in Q4 2020, its #941 holding.
  • Aperio Group first reported a position in Westlake Corp in Q2 2014 and has held it in 26 quarters since.
  • 225 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.