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Connectus Wealth’s Westlake Corp WLK Stock Holding History

Connectus Wealth’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
Q4 		– Sell
-16,586
Closed -$2.07M – 545
2023
Q3 		$2.07M Buy
16,586
+1,737
+12% +$223K 0.05% 249
2023
Q2 		$1.77M Buy
+14,849
New +$1.7M 0.04% 231

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Connectus Wealth's WLK Position: Q4 2023 in Review

Connectus Wealth sold out of Westlake Corp (WLK) in Q4 2023, closing a stake of 16,586 shares — an estimated $2.07M sold.

Connectus Wealth first reported a position in WLK in Q2 2023 and held it in 2 quarters. The position peaked at $2.07M in Q3 2023. 357 funds tracked by Wall St. Rank hold WLK as of Q4 2023.

  • Connectus Wealth reported no remaining Westlake Corp position as of Q4 2023 after selling out during the quarter.
  • Connectus Wealth sold 16,586 Westlake Corp shares in Q4 2023, an estimated $2.07M.
  • Connectus Wealth first reported a position in Westlake Corp in Q2 2023 and held it in 2 quarters.
  • Connectus Wealth's Westlake Corp position peaked at $2.07M in Q3 2023.
  • 357 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.