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Cassady Schiller Wealth Management’s Westlake Corp WLK Stock Holding History

Cassady Schiller Wealth 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
Q4 		$115 Buy
+1
New +$130 ﹤0.01% 1097
2022
Q1 		– Sell
-2
Closed – – 606
2021
Q4 		$0 Buy
+2
New +$195 ﹤0.01% 650

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
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

Cassady Schiller Wealth Management's WLK Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Westlake Corp (WLK) in Q4 2024: 1 share worth $115. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in WLK as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in WLK in Q4 2021 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Cassady Schiller Wealth Management held 1 share of Westlake Corp worth $115 as of Q4 2024.
  • Westlake Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Westlake Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1097 holding.
  • Cassady Schiller Wealth Management first reported a position in Westlake Corp in Q4 2021 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.