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Avior Wealth Management’s Westlake Corp WLK Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-8
Closed -$917 – 2340
2024
Q4 		$917 Sell
8
-2
-20% -$260 ﹤0.01% 2206
2024
Q3 		$1.5K Buy
10
+2
+25% +$288 ﹤0.01% 2024
2024
Q2 		$1.16K Sell
8
-148
-95% -$22.7K ﹤0.01% 2017
2024
Q1 		$23.8K Buy
+156
New +$22K ﹤0.01% 1524
2018
Q2 		– Sell
-1,157
Closed -$129K – 860
2018
Q1 		$129K Sell
1,157
-106
-8% -$11.8K 0.03% 411
2017
Q4 		$135K Buy
+1,263
New +$117K 0.03% 410

Other funds holding WLK

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Avior Wealth Management's WLK Position: Q1 2025 in Review

Avior Wealth Management sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 8 shares — an estimated $917 sold.

Avior Wealth Management first reported a position in WLK in Q4 2017 and held it in 6 quarters. The position peaked at $135K in Q4 2017. 360 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Avior Wealth Management reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8 Westlake Corp shares in Q1 2025, an estimated $917.
  • Avior Wealth Management first reported a position in Westlake Corp in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's Westlake Corp position peaked at $135K in Q4 2017.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.