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Belpointe Asset Management’s Westlake Corp WLK Stock Holding History

Belpointe 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
Q2 		– Sell
-1,181
Closed -$137K – 3373
2023
Q1 		$137K Buy
1,181
+1,127
+2,087% +$130K 0.01% 1131
2022
Q4 		$5.54K Buy
+54
New +$5.44K ﹤0.01% 2891

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $156B AUM 27.51% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Belpointe Asset Management's WLK Position: Q2 2023 in Review

Belpointe Asset Management sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 1,181 shares — an estimated $137K sold.

Belpointe Asset Management first reported a position in WLK in Q4 2022 and held it in 2 quarters. The position peaked at $137K in Q1 2023. 339 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

  • Belpointe Asset Management reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,181 Westlake Corp shares in Q2 2023, an estimated $137K.
  • Belpointe Asset Management first reported a position in Westlake Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Westlake Corp position peaked at $137K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.