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Convergence Investment Partners’s Westlake Corp WLK Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-1,275
Closed -$125K – 254
2022
Q2 		$125K Buy
1,275
+46
+4% +$5.63K 0.08% 191
2022
Q1 		$152K Buy
+1,229
New +$134K 0.08% 200
2018
Q1 		– Sell
-18,440
Closed -$1.96M – 1068
2017
Q4 		$1.96M Buy
+18,440
New +$1.71M 0.26% 135

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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
Dimensional Fund Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Convergence Investment Partners's WLK Position: Q3 2022 in Review

Convergence Investment Partners sold out of Westlake Corp (WLK) in Q3 2022, closing a stake of 1,275 shares — an estimated $125K sold.

Convergence Investment Partners first reported a position in WLK in Q4 2017 and held it in 3 quarters. The position peaked at $1.96M in Q4 2017. 320 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

  • Convergence Investment Partners reported no remaining Westlake Corp position as of Q3 2022 after selling out during the quarter.
  • Convergence Investment Partners sold 1,275 Westlake Corp shares in Q3 2022, an estimated $125K.
  • Convergence Investment Partners first reported a position in Westlake Corp in Q4 2017 and held it in 3 quarters.
  • Convergence Investment Partners's Westlake Corp position peaked at $1.96M in Q4 2017.
  • 320 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on Convergence Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.