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Cambria Investment Management’s Westlake Corp WLK Stock Holding History

Cambria Investment 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
Q1 		– Sell
-4,388
Closed -$614K – 364
2023
Q4 		$614K Buy
4,388
+415
+10% +$52.7K 0.04% 164
2023
Q3 		$495K Sell
3,973
-721
-15% -$92.5K 0.04% 172
2023
Q2 		$561K Sell
4,694
-1,133
-19% -$130K 0.05% 172
2023
Q1 		$676K Sell
5,827
-9,461
-62% -$1.09M 0.06% 162
2022
Q4 		$1.57M Buy
15,288
+1,784
+13% +$180K 0.13% 140
2022
Q3 		$1.17M Buy
13,504
+9,969
+282% +$956K 0.13% 137
2022
Q2 		$347K Buy
+3,535
New +$433K 0.05% 175

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambria Investment Management's WLK Position: Q1 2024 in Review

Cambria Investment Management sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 4,388 shares — an estimated $614K sold.

Cambria Investment Management first reported a position in WLK in Q2 2022 and held it in 7 quarters. The position peaked at $1.57M in Q4 2022. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • Cambria Investment Management reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • Cambria Investment Management sold 4,388 Westlake Corp shares in Q1 2024, an estimated $614K.
  • Cambria Investment Management first reported a position in Westlake Corp in Q2 2022 and held it in 7 quarters.
  • Cambria Investment Management's Westlake Corp position peaked at $1.57M in Q4 2022.
  • 347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Cambria Investment Management's 13F filing for Q1 2024, filed 14 May 2024.