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BTC Capital Management’s Westlake Corp WLK Stock Holding History

BTC Capital 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
2024
Q3 		– Sell
-3,049
Closed -$442K – 217
2024
Q2 		$442K Buy
3,049
+303
+11% +$46.5K 0.04% 169
2024
Q1 		$420K Buy
+2,746
New +$387K 0.04% 177
2023
Q3 		$386K Sell
3,099
-130
-4% -$16.7K 0.04% 173
2023
Q2 		$386K Buy
3,229
+58
+2% +$6.64K 0.04% 188
2023
Q1 		$368K Sell
3,171
-214
-6% -$24.7K 0.04% 171
2022
Q4 		$347K Sell
3,385
-1,290
-28% -$130K 0.04% 191
2022
Q3 		$406K Sell
4,675
-114
-2% -$10.9K 0.05% 170
2022
Q2 		$468K Buy
4,789
+254
+6% +$31.1K 0.06% 163
2022
Q1 		$560K Buy
4,535
+169
+4% +$18.4K 0.06% 168
2021
Q4 		$425K Buy
4,366
+1,076
+33% +$105K 0.04% 198
2021
Q3 		$300K Buy
+3,290
New +$282K 0.03% 178

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BTC Capital Management's WLK Position: Q3 2024 in Review

BTC Capital Management sold out of Westlake Corp (WLK) in Q3 2024, closing a stake of 3,049 shares — an estimated $442K sold.

BTC Capital Management first reported a position in WLK in Q3 2021 and held it in 11 quarters. The position peaked at $560K in Q1 2022. 401 funds tracked by Wall St. Rank hold WLK as of Q3 2024.

  • BTC Capital Management reported no remaining Westlake Corp position as of Q3 2024 after selling out during the quarter.
  • BTC Capital Management sold 3,049 Westlake Corp shares in Q3 2024, an estimated $442K.
  • BTC Capital Management first reported a position in Westlake Corp in Q3 2021 and held it in 11 quarters.
  • BTC Capital Management's Westlake Corp position peaked at $560K in Q1 2022.
  • 401 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2024.

Based on BTC Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.