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Baird Financial Group’s
Westlake Corp
WLK
Stock Holding History
Baird Financial Group’s Portfolio
WLK Stock Details
WLK Fund Activity
Bought
Maintained
Sold
Shares
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
New York
$871B AUM
31.28%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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