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CFO4Life Group’s Westlake Corp WLK Stock Holding History

CFO4Life Group’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
2023
Q2 		– Sell
-6,397
Closed -$742K – 187
2023
Q1 		$742K Sell
6,397
-89
-1% -$10.3K 0.17% 66
2022
Q4 		$665K Buy
6,486
+88
+1% +$8.87K 0.14% 86
2022
Q3 		$556K Buy
6,398
+870
+16% +$83.4K 0.15% 79
2022
Q2 		$510K Buy
+5,528
New +$677K 0.13% 87

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CFO4Life Group's WLK Position: Q2 2023 in Review

CFO4Life Group sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 6,397 shares — an estimated $742K sold.

CFO4Life Group first reported a position in WLK in Q2 2022 and held it in 4 quarters. The position peaked at $742K in Q1 2023. 339 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

  • CFO4Life Group reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
  • CFO4Life Group sold 6,397 Westlake Corp shares in Q2 2023, an estimated $742K.
  • CFO4Life Group first reported a position in Westlake Corp in Q2 2022 and held it in 4 quarters.
  • CFO4Life Group's Westlake Corp position peaked at $742K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on CFO4Life Group's 13F filing for Q2 2023, filed 7 Aug 2023.