Aptus Capital Advisors’s Westlake Corp WLK Stock Holding History

Aptus Capital 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 Q2	–	Sell	-1,941	Closed	-$240K	–	744
2022 Q1	$240K	Buy	+1,941	New	+$212K	0.01%	390

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

Aptus Capital Advisors's WLK Position: Q2 2022 in Review

Aptus Capital Advisors sold out of Westlake Corp (WLK) in Q2 2022, closing a stake of 1,941 shares — an estimated $240K sold.

Aptus Capital Advisors first reported a position in WLK in Q1 2022 and held it in 1 quarter. The position peaked at $240K in Q1 2022. 353 funds tracked by Wall St. Rank hold WLK as of Q2 2022.

Aptus Capital Advisors reported no remaining Westlake Corp position as of Q2 2022 after selling out during the quarter.
Aptus Capital Advisors sold 1,941 Westlake Corp shares in Q2 2022, an estimated $240K.
Aptus Capital Advisors first reported a position in Westlake Corp in Q1 2022 and held it in 1 quarter.
Aptus Capital Advisors's Westlake Corp position peaked at $240K in Q1 2022.
353 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2022.

Based on Aptus Capital Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.