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Concourse Financial Group Securities’s Westlake Corp WLK Stock Holding History

Concourse Financial Group Securities’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
-210
Closed -$24.7K – 2088
2024
Q4 		$24.7K Buy
210
+10
+5% +$1.3K ﹤0.01% 1485
2024
Q3 		$30.1K Sell
200
-312
-61% -$44.9K ﹤0.01% 1386
2024
Q2 		$74.1K Buy
512
+312
+156% +$47.9K ﹤0.01% 1030
2024
Q1 		$30.6K Hold
200
– – ﹤0.01% 1377
2023
Q4 		$28K Hold
200
– – ﹤0.01% 1375
2023
Q3 		$24.9K Sell
200
-1
-0.5% -$128 ﹤0.01% 1372
2023
Q2 		$24K Sell
201
-23
-10% -$2.63K ﹤0.01% 1384
2023
Q1 		$26K Sell
224
-1
-0.4% -$115 ﹤0.01% 1378
2022
Q4 		$23.1K Sell
225
-133
-37% -$13.4K ﹤0.01% 1419
2022
Q3 		$31K Buy
358
+157
+78% +$15.1K ﹤0.01% 1144
2022
Q2 		$20K Buy
201
+1
+0.5% +$122 ﹤0.01% 1458
2022
Q1 		$25K Hold
200
– – ﹤0.01% 1421
2021
Q4 		$19K Sell
200
-9
-4% -$878 ﹤0.01% 1666
2021
Q3 		$19K Buy
209
+9
+5% +$771 ﹤0.01% 1682
2021
Q2 		$18K Hold
200
– – ﹤0.01% 1686
2021
Q1 		$18K Hold
200
– – ﹤0.01% 1601
2020
Q4 		$16K Hold
200
– – ﹤0.01% 1553
2020
Q3 		$13K Hold
200
– – ﹤0.01% 1503
2020
Q2 		$11K Hold
200
– – ﹤0.01% 1478
2020
Q1 		$8K Sell
200
-20
-9% -$1.12K ﹤0.01% 1530
2019
Q4 		$15K Buy
220
+200
+1,000% +$13.4K ﹤0.01% 1352
2019
Q3 		$1K Sell
20
-180
-90% -$11.6K ﹤0.01% 1702
2019
Q2 		$14K Hold
200
– – ﹤0.01% 1390
2019
Q1 		$13K Hold
200
– – ﹤0.01% 1435
2018
Q4 		$13K Buy
+200
New +$14.5K ﹤0.01% 1339

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Concourse Financial Group Securities's WLK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 210 shares — an estimated $24.7K sold.

Concourse Financial Group Securities first reported a position in WLK in Q4 2018 and held it in 25 quarters. The position peaked at $74.1K in Q2 2024. 361 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 210 Westlake Corp shares in Q1 2025, an estimated $24.7K.
  • Concourse Financial Group Securities first reported a position in Westlake Corp in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Westlake Corp position peaked at $74.1K in Q2 2024.
  • 361 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.