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Claris Advisors’s Westlake Corp WLK Stock Holding History

Claris 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
-4
Closed -$601 – 1164
2024
Q3 		$601 Buy
+4
New +$575 ﹤0.01% 594

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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

Claris Advisors's WLK Position: Q4 2024 in Review

Claris Advisors sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 4 shares — an estimated $601 sold.

Claris Advisors first reported a position in WLK in Q3 2024 and held it in 1 quarter. The position peaked at $601 in Q3 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Claris Advisors reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 4 Westlake Corp shares in Q4 2024, an estimated $601.
  • Claris Advisors first reported a position in Westlake Corp in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Westlake Corp position peaked at $601 in Q3 2024.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.