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Archford Capital Strategies’s Westlake Corp WLK Stock Holding History

Archford Capital Strategies’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
2019
Q3 		– Sell
-124
Closed -$9K – 523
2019
Q2 		$9K Hold
124
– – ﹤0.01% 416
2019
Q1 		$8K Hold
124
– – ﹤0.01% 401
2018
Q4 		$8K Sell
124
-43
-26% -$3.11K ﹤0.01% 386
2018
Q3 		$14K Hold
167
– – 0.01% 397
2018
Q2 		$18K Buy
+167
New +$18.7K 0.01% 381

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Archford Capital Strategies's WLK Position: Q3 2019 in Review

Archford Capital Strategies sold out of Westlake Corp (WLK) in Q3 2019, closing a stake of 124 shares — an estimated $9K sold.

Archford Capital Strategies first reported a position in WLK in Q2 2018 and held it in 5 quarters. The position peaked at $18K in Q2 2018. 246 funds tracked by Wall St. Rank hold WLK as of Q3 2019.

  • Archford Capital Strategies reported no remaining Westlake Corp position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 124 Westlake Corp shares in Q3 2019, an estimated $9K.
  • Archford Capital Strategies first reported a position in Westlake Corp in Q2 2018 and held it in 5 quarters.
  • Archford Capital Strategies's Westlake Corp position peaked at $18K in Q2 2018.
  • 246 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.