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Delos Wealth Advisors’s Westlake Corp WLK Stock Holding History

Delos Wealth 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
2024
Q3 		– Sell
-12
Closed -$1.74K – 363
2024
Q2 		$1.74K Hold
12
– – ﹤0.01% 220
2024
Q1 		$1.83K Buy
+12
New +$1.69K ﹤0.01% 218

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Delos Wealth Advisors's WLK Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Westlake Corp (WLK) in Q3 2024, closing a stake of 12 shares — an estimated $1.74K sold.

Delos Wealth Advisors first reported a position in WLK in Q1 2024 and held it in 2 quarters. The position peaked at $1.83K in Q1 2024. 401 funds tracked by Wall St. Rank hold WLK as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Westlake Corp position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 12 Westlake Corp shares in Q3 2024, an estimated $1.74K.
  • Delos Wealth Advisors first reported a position in Westlake Corp in Q1 2024 and held it in 2 quarters.
  • Delos Wealth Advisors's Westlake Corp position peaked at $1.83K in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.