Centerpoint Advisors’s Westlake Corp WLK Stock Holding History

Centerpoint 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
2025 Q1	–	Sell	-50	Closed	-$6K	–	467
2024 Q4	$6K	Hold	50	–	–	﹤0.01%	376
2024 Q3	$8K	Buy	+50	New	+$7.19K	﹤0.01%	374

Other funds holding WLK

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Centerpoint Advisors's WLK Position: Q1 2025 in Review

Centerpoint Advisors sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 50 shares — an estimated $6K sold.

Centerpoint Advisors first reported a position in WLK in Q3 2024 and held it in 2 quarters. The position peaked at $8K in Q3 2024. 360 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

Centerpoint Advisors reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 50 Westlake Corp shares in Q1 2025, an estimated $6K.
Centerpoint Advisors first reported a position in Westlake Corp in Q3 2024 and held it in 2 quarters.
Centerpoint Advisors's Westlake Corp position peaked at $8K in Q3 2024.
360 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.