Bell Investment Advisors’s Westlake Corp WLK Stock Holding History

Bell Investment 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
2025 Q4	–	Sell	-18	Closed	-$1.39K	–	1958
2025 Q3	$1.39K	Buy	18 +6	+50%	+$500	﹤0.01%	1457
2025 Q2	$912	Hold	12	–	–	﹤0.01%	1615
2025 Q1	$1.2K	Sell	12 -4	-25%	-$443	﹤0.01%	1490
2024 Q4	$1.83K	Sell	16 -6	-27%	-$781	﹤0.01%	1368
2024 Q3	$3.31K	Hold	22	–	–	﹤0.01%	1133
2024 Q2	$3.19K	Hold	22	–	–	﹤0.01%	1140
2024 Q1	$3.36K	Hold	22	–	–	﹤0.01%	1124
2023 Q4	$3.08K	Sell	22 -5	-19%	-$635	﹤0.01%	1133
2023 Q3	$3.37K	Sell	27 -3	-10%	-$385	﹤0.01%	1015
2023 Q2	$3.58K	Buy	30 +4	+15%	+$458	﹤0.01%	996
2023 Q1	$3.02K	Sell	26 -41	-61%	-$4.73K	﹤0.01%	1042
2022 Q4	$6.87K	Buy	67 +6	+10%	+$604	﹤0.01%	651
2022 Q3	$5K	Buy	61 +6	+11%	+$575	﹤0.01%	728
2022 Q2	$5K	Buy	+55	New	+$6.74K	﹤0.01%	750
2021 Q4	$11K	Buy	111 +50	+82%	+$4.88K	﹤0.01%	474
2021 Q3	$6K	Buy	+61	New	+$5.22K	﹤0.01%	672

Other funds holding WLK

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

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

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Holocene Advisors

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return