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Capital Performance Advisors’s Westlake Corp WLK Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-7
Closed -$1.05K – 2693
2024
Q3 		$1.05K Buy
+7
New +$1.01K ﹤0.01% 1880

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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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Performance Advisors's WLK Position: Q4 2024 in Review

Capital Performance Advisors sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 7 shares — an estimated $1.05K sold.

Capital Performance Advisors first reported a position in WLK in Q3 2024 and held it in 1 quarter. The position peaked at $1.05K in Q3 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 7 Westlake Corp shares in Q4 2024, an estimated $1.05K.
  • Capital Performance Advisors first reported a position in Westlake Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Westlake Corp position peaked at $1.05K in Q3 2024.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.