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Endurance Wealth Management’s Westlake Corp WLK Stock Holding History

Endurance 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
2021
Q1 		– Sell
-12
Closed -$1K – 674
2020
Q4 		$1K Hold
12
– – ﹤0.01% 612
2020
Q3 		$1K Hold
12
– – ﹤0.01% 611
2020
Q2 		$1K Hold
12
– – ﹤0.01% 602
2020
Q1 		$0 Buy
+12
New +$675 ﹤0.01% 595

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Endurance Wealth Management's WLK Position: Q1 2021 in Review

Endurance Wealth Management sold out of Westlake Corp (WLK) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Endurance Wealth Management first reported a position in WLK in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 239 funds tracked by Wall St. Rank hold WLK as of Q1 2021.

  • Endurance Wealth Management reported no remaining Westlake Corp position as of Q1 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 12 Westlake Corp shares in Q1 2021, an estimated $1K.
  • Endurance Wealth Management first reported a position in Westlake Corp in Q1 2020 and held it in 4 quarters.
  • Endurance Wealth Management's Westlake Corp position peaked at $1K in Q4 2020.
  • 239 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2021.

Based on Endurance Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.