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Coppell Advisory Solutions’s Westlake Corp WLK Stock Holding History

Coppell Advisory Solutions’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
-19
Closed -$2.16K – 1879
2024
Q4 		$2.16K Hold
19
– – ﹤0.01% 1525
2024
Q3 		$2.85K Hold
19
– – ﹤0.01% 1380
2024
Q2 		$2.75K Buy
+19
New +$2.92K ﹤0.01% 1331

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State Street
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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
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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

Coppell Advisory Solutions's WLK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 19 shares — an estimated $2.16K sold.

Coppell Advisory Solutions first reported a position in WLK in Q2 2024 and held it in 3 quarters. The position peaked at $2.85K in Q3 2024. 360 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 19 Westlake Corp shares in Q1 2025, an estimated $2.16K.
  • Coppell Advisory Solutions first reported a position in Westlake Corp in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Westlake Corp position peaked at $2.85K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.