CSat Investment Advisory’s Westlake Corp WLK Stock Holding History

CSat Investment 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
2020 Q4	–	Sell	-365	Closed	-$23K	–	968
2020 Q3	$23K	Buy	365 +44	+14%	+$2.6K	﹤0.01%	831
2020 Q2	$17K	Sell	321 -224	-41%	-$10.3K	﹤0.01%	891
2020 Q1	$21K	Buy	545 +47	+9%	+$2.64K	﹤0.01%	716
2019 Q4	$35K	Buy	498 +107	+27%	+$7.19K	0.01%	664
2019 Q3	$26K	Buy	391 +36	+10%	+$2.32K	0.01%	660
2019 Q2	$25K	Buy	+355	New	+$23.6K	0.01%	660

Other funds holding WLK

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSat Investment Advisory's WLK Position: Q4 2020 in Review

CSat Investment Advisory sold out of Westlake Corp (WLK) in Q4 2020, closing a stake of 365 shares — an estimated $23K sold.

CSat Investment Advisory first reported a position in WLK in Q2 2019 and held it in 6 quarters. The position peaked at $35K in Q4 2019. 225 funds tracked by Wall St. Rank hold WLK as of Q4 2020.

CSat Investment Advisory reported no remaining Westlake Corp position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 365 Westlake Corp shares in Q4 2020, an estimated $23K.
CSat Investment Advisory first reported a position in Westlake Corp in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Westlake Corp position peaked at $35K in Q4 2019.
225 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.