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Burns Matteson Capital Management’s Westlake Corp WLK Stock Holding History

Burns Matteson 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
2023
Q2 		– Sell
-6,127
Closed -$711K – 186
2023
Q1 		$711K Buy
+6,127
New +$707K 0.45% 48

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

Burns Matteson Capital Management's WLK Position: Q2 2023 in Review

Burns Matteson Capital Management sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 6,127 shares — an estimated $711K sold.

Burns Matteson Capital Management first reported a position in WLK in Q1 2023 and held it in 1 quarter. The position peaked at $711K in Q1 2023. 339 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

  • Burns Matteson Capital Management reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
  • Burns Matteson Capital Management sold 6,127 Westlake Corp shares in Q2 2023, an estimated $711K.
  • Burns Matteson Capital Management first reported a position in Westlake Corp in Q1 2023 and held it in 1 quarter.
  • Burns Matteson Capital Management's Westlake Corp position peaked at $711K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on Burns Matteson Capital Management's 13F filing for Q2 2023, filed 12 Dec 2023.