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Astoria Portfolio Advisors’s Westlake Corp WLK Stock Holding History

Astoria Portfolio 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
2024
Q4 		– Sell
-1,424
Closed -$205K – 238
2024
Q3 		$205K Buy
1,424
+17
+1% +$2.45K 0.07% 199
2024
Q2 		$204K Sell
1,407
-93
-6% -$14.3K 0.07% 185
2024
Q1 		$230K Buy
1,500
+51
+4% +$7.18K 0.09% 157
2023
Q4 		$202K Buy
+1,449
New +$184K 0.08% 186
2023
Q3 		– Sell
-1,583
Closed -$205K – 194
2023
Q2 		$205K Buy
+1,583
New +$181K 0.08% 182

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Astoria Portfolio Advisors's WLK Position: Q4 2024 in Review

Astoria Portfolio Advisors sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 1,424 shares — an estimated $205K sold.

Astoria Portfolio Advisors first reported a position in WLK in Q2 2023 and held it in 5 quarters. The position peaked at $230K in Q1 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Astoria Portfolio Advisors reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 1,424 Westlake Corp shares in Q4 2024, an estimated $205K.
  • Astoria Portfolio Advisors first reported a position in Westlake Corp in Q2 2023 and held it in 5 quarters.
  • Astoria Portfolio Advisors's Westlake Corp position peaked at $230K in Q1 2024.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.