FA
WLK icon

FDx Advisors’s Westlake Corp WLK Stock Holding History

FDx 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
2018
Q2 		– Sell
-2,137
Closed -$238K – 1111
2018
Q1 		$238K Sell
2,137
-224
-9% -$24.9K 0.01% 1070
2017
Q4 		$252K Buy
+2,361
New +$219K 0.01% 1109
2017
Q1 		– Sell
-11,795
Closed -$660K – 1217
2016
Q4 		$660K Buy
+11,795
New +$644K 0.02% 667
2015
Q4 		– Sell
-11,593
Closed -$602K – 912
2015
Q3 		$602K Buy
+11,593
New +$677K 0.05% 391

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return