Baird Financial Group
WLK icon

Baird Financial Group’s Westlake Corp WLK Stock Holding History

Baird Financial Group’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
-2,765
Closed -$416K – 1821
2024
Q3 		$416K Sell
2,765
-200
-7% -$28.8K ﹤0.01% 1445
2024
Q2 		$429K Hold
2,965
– – ﹤0.01% 1442
2024
Q1 		$453K Sell
2,965
-5,711
-66% -$804K ﹤0.01% 1422
2023
Q4 		$1.21M Sell
8,676
-206
-2% -$26.1K ﹤0.01% 1070
2023
Q3 		$1.11M Sell
8,882
-214
-2% -$27.5K ﹤0.01% 1082
2023
Q2 		$1.09M Buy
+9,096
New +$1.04M ﹤0.01% 1088
2018
Q4 		– Sell
-3,207
Closed -$268K – 1367
2018
Q3 		$268K Hold
3,207
– – ﹤0.01% 1207
2018
Q2 		$345K Buy
3,207
+103
+3% +$11.5K ﹤0.01% 1109
2018
Q1 		$345K Sell
3,104
-1,215
-28% -$135K ﹤0.01% 1096
2017
Q4 		$460K Sell
4,319
-1,444
-25% -$134K ﹤0.01% 1037
2017
Q3 		$479K Sell
5,763
-6,177
-52% -$454K ﹤0.01% 1000
2017
Q2 		$791K Sell
11,940
-2,035
-15% -$129K 0.01% 838
2017
Q1 		$923K Sell
13,975
-48,841
-78% -$3.09M 0.01% 800
2016
Q4 		$3.52M Buy
62,816
+3,958
+7% +$216K 0.03% 447
2016
Q3 		$3.15M Buy
58,858
+1,530
+3% +$73.8K 0.03% 464
2016
Q2 		$2.46M Sell
57,328
-1,102
-2% -$50.3K 0.02% 508
2016
Q1 		$2.71M Buy
58,430
+8,962
+18% +$407K 0.03% 473
2015
Q4 		$2.69M Buy
+49,468
New +$2.87M 0.03% 468

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baird Financial Group's WLK Position: Q4 2024 in Review

Baird Financial Group sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 2,765 shares — an estimated $416K sold.

Baird Financial Group first reported a position in WLK in Q4 2015 and held it in 18 quarters. The position peaked at $3.52M in Q4 2016. 378 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Baird Financial Group reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Baird Financial Group sold 2,765 Westlake Corp shares in Q4 2024, an estimated $416K.
  • Baird Financial Group first reported a position in Westlake Corp in Q4 2015 and held it in 18 quarters.
  • Baird Financial Group's Westlake Corp position peaked at $3.52M in Q4 2016.
  • 378 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Baird Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.