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Avantax Advisory Services’s Westlake Corp WLK Stock Holding History

Avantax Advisory Services’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
-1,485
Closed -$223K – 2275
2024
Q3 		$223K Buy
1,485
+60
+4% +$8.63K ﹤0.01% 1948
2024
Q2 		$206K Buy
1,425
+67
+5% +$10.3K ﹤0.01% 1934
2024
Q1 		$207K Buy
+1,358
New +$191K ﹤0.01% 1527

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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

Avantax Advisory Services's WLK Position: Q4 2024 in Review

Avantax Advisory Services sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 1,485 shares — an estimated $223K sold.

Avantax Advisory Services first reported a position in WLK in Q1 2024 and held it in 3 quarters. The position peaked at $223K in Q3 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Avantax Advisory Services reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,485 Westlake Corp shares in Q4 2024, an estimated $223K.
  • Avantax Advisory Services first reported a position in Westlake Corp in Q1 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Westlake Corp position peaked at $223K in Q3 2024.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.