C.M. Bidwell & Associates’s Westlake Corp WLK Stock Holding History

C.M. Bidwell & Associates’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	-1,238	Closed	-$121K	–	551
2022 Q2	$121K	Sell	1,238 -10	-0.8%	-$1.23K	0.1%	192
2022 Q1	$154K	Buy	+1,248	New	+$136K	0.1%	193
2018 Q3	–	Sell	-1,280	Closed	-$138K	–	464
2018 Q2	$138K	Hold	1,280	–	–	0.13%	154
2018 Q1	$142K	Buy	+1,280	New	+$142K	0.13%	166
2014 Q2	–	Sell	-2,245	Closed	-$149K	–	292
2014 Q1	$149K	Buy	+2,245	New	+$143K	0.04%	175

Other funds holding WLK

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

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

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

C.M. Bidwell & Associates's WLK Position: Q3 2022 in Review

C.M. Bidwell & Associates sold out of Westlake Corp (WLK) in Q3 2022, closing a stake of 1,238 shares — an estimated $121K sold.

C.M. Bidwell & Associates first reported a position in WLK in Q1 2014 and held it in 5 quarters. The position peaked at $154K in Q1 2022. 320 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

C.M. Bidwell & Associates reported no remaining Westlake Corp position as of Q3 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 1,238 Westlake Corp shares in Q3 2022, an estimated $121K.
C.M. Bidwell & Associates first reported a position in Westlake Corp in Q1 2014 and held it in 5 quarters.
C.M. Bidwell & Associates's Westlake Corp position peaked at $154K in Q1 2022.
320 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2022, filed 14 Nov 2022.