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Benjamin Edwards Inc’s Westlake Corp WLK Stock Holding History

Benjamin Edwards Inc’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
2022
Q3 		– Sell
-43
Closed -$4K – 747
2022
Q2 		$4K Hold
43
– – ﹤0.01% 640
2022
Q1 		$5K Hold
43
– – ﹤0.01% 655
2021
Q4 		$4K Buy
+43
New +$4.19K ﹤0.01% 655

Other funds holding WLK

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Benjamin Edwards Inc's WLK Position: Q3 2022 in Review

Benjamin Edwards Inc sold out of Westlake Corp (WLK) in Q3 2022, closing a stake of 43 shares — an estimated $4K sold.

Benjamin Edwards Inc first reported a position in WLK in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 320 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

  • Benjamin Edwards Inc reported no remaining Westlake Corp position as of Q3 2022 after selling out during the quarter.
  • Benjamin Edwards Inc sold 43 Westlake Corp shares in Q3 2022, an estimated $4K.
  • Benjamin Edwards Inc first reported a position in Westlake Corp in Q4 2021 and held it in 3 quarters.
  • Benjamin Edwards Inc's Westlake Corp position peaked at $5K in Q1 2022.
  • 320 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on Benjamin Edwards Inc's 13F filing for Q3 2022, filed 28 Oct 2022.