Crewe Advisors’s Westlake Corp WLK Stock Holding History

Crewe 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
2023 Q1	–	Sell	-27	Closed	-$2.77K	–	1041
2022 Q4	$2.77K	Sell	27 -86	-76%	-$8.66K	﹤0.01%	782
2022 Q3	$10K	Hold	113	–	–	﹤0.01%	677
2022 Q2	$11K	Buy	+113	New	+$13.8K	﹤0.01%	584

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crewe Advisors's WLK Position: Q1 2023 in Review

Crewe Advisors sold out of Westlake Corp (WLK) in Q1 2023, closing a stake of 27 shares — an estimated $2.77K sold.

Crewe Advisors first reported a position in WLK in Q2 2022 and held it in 3 quarters. The position peaked at $11K in Q2 2022. 340 funds tracked by Wall St. Rank hold WLK as of Q1 2023.

Crewe Advisors reported no remaining Westlake Corp position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 27 Westlake Corp shares in Q1 2023, an estimated $2.77K.
Crewe Advisors first reported a position in Westlake Corp in Q2 2022 and held it in 3 quarters.
Crewe Advisors's Westlake Corp position peaked at $11K in Q2 2022.
340 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.