B. Riley Wealth Advisors’s Westlake Corp WLK Stock Holding History

B. Riley Wealth 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
2022 Q3	–	Sell	-3,374	Closed	-$331K	–	1543
2022 Q2	$331K	Sell	3,374 -9	-0.3%	-$1.1K	0.01%	833
2022 Q1	$418K	Sell	3,383 -779	-19%	-$84.9K	0.01%	845
2021 Q4	$404K	Buy	+4,162	New	+$406K	0.01%	930
2018 Q3	–	Sell	-2,986	Closed	-$322K	–	748
2018 Q2	$322K	Buy	2,986 +779	+35%	+$87.3K	0.04%	441
2018 Q1	$246K	Buy	+2,207	New	+$246K	0.03%	516
2014 Q3	–	Sell	-326	Closed	-$27.3K	–	1889
2014 Q2	$27.3K	Buy	+326	New	+$24.4K	0.01%	1325

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's WLK Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Westlake Corp (WLK) in Q3 2022, closing a stake of 3,374 shares — an estimated $331K sold.

B. Riley Wealth Advisors first reported a position in WLK in Q2 2014 and held it in 6 quarters. The position peaked at $418K in Q1 2022. 320 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

B. Riley Wealth Advisors reported no remaining Westlake Corp position as of Q3 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,374 Westlake Corp shares in Q3 2022, an estimated $331K.
B. Riley Wealth Advisors first reported a position in Westlake Corp in Q2 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's Westlake Corp position peaked at $418K in Q1 2022.
320 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.