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Atria Wealth Solutions’s Westlake Corp WLK Stock Holding History

Atria Wealth Solutions’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
-4,070
Closed -$612K – 2102
2024
Q3 		$612K Sell
4,070
-434
-10% -$62.4K 0.01% 1139
2024
Q2 		$652K Buy
4,504
+775
+21% +$119K 0.01% 1098
2024
Q1 		$570K Buy
3,729
+167
+5% +$23.5K 0.01% 1202
2023
Q4 		$499K Buy
3,562
+136
+4% +$17.3K 0.01% 1214
2023
Q3 		$427K Sell
3,426
-10
-0.3% -$1.28K 0.01% 1209
2023
Q2 		$410K Sell
3,436
-234
-6% -$26.8K 0.01% 1250
2023
Q1 		$426K Hold
3,670
– – 0.01% 1219
2022
Q4 		$376K Buy
3,670
+16
+0.4% +$1.61K 0.01% 1231
2022
Q3 		$317K Buy
+3,654
New +$350K 0.01% 1264

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

Atria Wealth Solutions's WLK Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 4,070 shares — an estimated $612K sold.

Atria Wealth Solutions first reported a position in WLK in Q3 2022 and held it in 9 quarters. The position peaked at $652K in Q2 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,070 Westlake Corp shares in Q4 2024, an estimated $612K.
  • Atria Wealth Solutions first reported a position in Westlake Corp in Q3 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Westlake Corp position peaked at $652K in Q2 2024.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.