Berman Capital Advisors’s Westlake Corp WLK Stock Holding History

Berman Capital 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
2021 Q3	$39K	Buy	429 +206	+92%	+$17.6K	0.01%	778
2021 Q2	$20K	Buy	223 +14	+7%	+$1.36K	﹤0.01%	921
2021 Q1	$18K	Hold	209	–	–	﹤0.01%	829
2020 Q4	$17K	Hold	209	–	–	﹤0.01%	727
2020 Q3	$13K	Sell	209 -16	-7%	-$945	﹤0.01%	726
2020 Q2	$12K	Buy	225 +39	+21%	+$1.79K	﹤0.01%	703
2020 Q1	$7K	Buy	+186	New	+$10.5K	﹤0.01%	809
2019 Q3	–	Sell	-15	Closed	-$966	–	1591
2019 Q2	$1K	Sell	15 -83	-85%	-$5.52K	﹤0.01%	1401
2019 Q1	$6K	Hold	98	–	–	﹤0.01%	834
2018 Q4	$5K	Buy	+98	New	+$7.08K	﹤0.01%	705

Other funds holding WLK

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Berman Capital Advisors's WLK Position: Q3 2021 in Review

Berman Capital Advisors increased its Westlake Corp (WLK) stake by 92% in Q3 2021, buying an estimated $17.6K and bringing the position to 429 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #778.

Berman Capital Advisors first reported a position in WLK in Q4 2018 and has held it in 10 quarters since. 271 funds tracked by Wall St. Rank hold WLK as of Q3 2021.

Berman Capital Advisors held 429 shares of Westlake Corp worth $39K as of Q3 2021.
Berman Capital Advisors bought 206 Westlake Corp shares in Q3 2021, an estimated $17.6K.
Westlake Corp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #778 holding.
Berman Capital Advisors first reported a position in Westlake Corp in Q4 2018 and has held it in 10 quarters since.
271 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.