Disciplined Investments’s Westlake Corp WLK Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-13	Closed	-$1.55K	–	1554
2023 Q2	$1.55K	Sell	13 -1	-7%	-$114	﹤0.01%	765
2023 Q1	$1.62K	Buy	14 +3	+27%	+$346	﹤0.01%	754
2022 Q4	$1.13K	Sell	11 -4	-27%	-$403	﹤0.01%	855
2022 Q3	$1K	Sell	15 -1	-6%	-$96	﹤0.01%	1137
2022 Q2	$2K	Buy	16 +4	+33%	+$490	﹤0.01%	761
2022 Q1	$1K	Buy	+12	New	+$1.31K	﹤0.01%	1238

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Disciplined Investments's WLK Position: Q3 2023 in Review

Disciplined Investments sold out of Westlake Corp (WLK) in Q3 2023, closing a stake of 13 shares — an estimated $1.55K sold.

Disciplined Investments first reported a position in WLK in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 334 funds tracked by Wall St. Rank hold WLK as of Q3 2023.

Disciplined Investments reported no remaining Westlake Corp position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 13 Westlake Corp shares in Q3 2023, an estimated $1.55K.
Disciplined Investments first reported a position in Westlake Corp in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Westlake Corp position peaked at $2K in Q2 2022.
334 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.