BAAM
WLK icon

Baker Avenue Asset Management’s Westlake Corp WLK Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-58
Closed -$7.23K – 1505
2023
Q3 		$7.23K Buy
+58
New +$7.44K ﹤0.01% 842

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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 $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Baker Avenue Asset Management's WLK Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Westlake Corp (WLK) in Q4 2023, closing a stake of 58 shares — an estimated $7.23K sold.

Baker Avenue Asset Management first reported a position in WLK in Q3 2023 and held it in 1 quarter. The position peaked at $7.23K in Q3 2023. 357 funds tracked by Wall St. Rank hold WLK as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Westlake Corp position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 58 Westlake Corp shares in Q4 2023, an estimated $7.23K.
  • Baker Avenue Asset Management first reported a position in Westlake Corp in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Westlake Corp position peaked at $7.23K in Q3 2023.
  • 357 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.