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CoreCap Advisors’s Westlake Corp WLK Stock Holding History

CoreCap Advisors’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
2026
Q2 		$1.75K Hold
24
– – ﹤0.01% 2573
2026
Q1 		$2.8K Hold
24
– – ﹤0.01% 2329
2025
Q4 		$1.77K Buy
24
+19
+380% +$1.35K ﹤0.01% 2503
2025
Q3 		$385 Hold
5
– – ﹤0.01% 2603
2025
Q2 		$380 Sell
5
-158
-97% -$12.9K ﹤0.01% 2549
2025
Q1 		$16.3K Buy
163
+40
+33% +$4.43K ﹤0.01% 1626
2024
Q4 		$14.1K Hold
123
– – ﹤0.01% 1651
2024
Q3 		$18.5K Buy
+123
New +$17.7K ﹤0.01% 1595
2024
Q2 		– Sell
-133
Closed -$20.3K – 2617
2024
Q1 		$20.3K Buy
+133
New +$18.7K ﹤0.01% 1474
2022
Q4 		$12.6K Buy
+123
New +$12.4K ﹤0.01% 1469
2022
Q3 		– Sell
-513
Closed -$50K – 2112
2022
Q2 		$50K Buy
+513
New +$62.8K ﹤0.01% 941

Other funds holding WLK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return