Confluence Wealth Services’s Westlake Corp WLK Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-2	Closed	–	–	1173
2021 Q4	$0	Buy	+2	New	+$195	﹤0.01%	1276

Other funds holding WLK

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Confluence Wealth Services's WLK Position: Q1 2022 in Review

Confluence Wealth Services sold out of Westlake Corp (WLK) in Q1 2022, closing a stake of 2 shares.

Confluence Wealth Services first reported a position in WLK in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 327 funds tracked by Wall St. Rank hold WLK as of Q1 2022.

Confluence Wealth Services reported no remaining Westlake Corp position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 2 Westlake Corp shares in Q1 2022.
Confluence Wealth Services first reported a position in Westlake Corp in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Westlake Corp position peaked at $0 in Q4 2021.
327 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.