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Continuum Advisory’s Westlake Corp WLK Stock Holding History

Continuum Advisory’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
-12
Closed -$1.38K – 1953
2024
Q4 		$1.38K Sell
12
-306
-96% -$39.8K ﹤0.01% 1544
2024
Q3 		$40.3K Buy
318
+96
+43% +$13.8K 0.01% 704
2024
Q2 		$32.1K Sell
222
-19
-8% -$2.92K ﹤0.01% 703
2024
Q1 		$37.9K Buy
+241
New +$33.9K 0.01% 654

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

Continuum Advisory's WLK Position: Q1 2025 in Review

Continuum Advisory sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 12 shares — an estimated $1.38K sold.

Continuum Advisory first reported a position in WLK in Q1 2024 and held it in 4 quarters. The position peaked at $40.3K in Q3 2024. 360 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Continuum Advisory reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 12 Westlake Corp shares in Q1 2025, an estimated $1.38K.
  • Continuum Advisory first reported a position in Westlake Corp in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Westlake Corp position peaked at $40.3K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.