Curi Wealth Management’s Westlake Corp WLK Stock Holding History

Curi Wealth Management’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	-20	Closed	-$2K	–	702
2022 Q2	$2K	Buy	+20	New	+$2.45K	﹤0.01%	535

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Curi Wealth Management's WLK Position: Q3 2022 in Review

Curi Wealth Management sold out of Westlake Corp (WLK) in Q3 2022, closing a stake of 20 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in WLK in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 320 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

Curi Wealth Management reported no remaining Westlake Corp position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 20 Westlake Corp shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in Westlake Corp in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Westlake Corp position peaked at $2K in Q2 2022.
320 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.