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Financial Enhancement Group’s Westlake Corp WLK Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-9,824
Closed -$1.11M – 150
2024
Q3 		$1.11M Buy
+9,824
New +$1.41M 0.22% 75
2023
Q4 		– Sell
-13,703
Closed -$1.69M – 129
2023
Q3 		$1.69M Buy
13,703
+2
+0% +$257 0.32% 61
2023
Q2 		$1.84M Buy
13,701
+3,877
+39% +$444K 0.34% 62
2023
Q1 		$1.11M Buy
+9,824
New +$1.13M 0.22% 75

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Enhancement Group's WLK Position: Q4 2024 in Review

Financial Enhancement Group sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 9,824 shares — an estimated $1.11M sold.

Financial Enhancement Group first reported a position in WLK in Q1 2023 and held it in 4 quarters. The position peaked at $1.84M in Q2 2023. 379 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Financial Enhancement Group reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Financial Enhancement Group sold 9,824 Westlake Corp shares in Q4 2024, an estimated $1.11M.
  • Financial Enhancement Group first reported a position in Westlake Corp in Q1 2023 and held it in 4 quarters.
  • Financial Enhancement Group's Westlake Corp position peaked at $1.84M in Q2 2023.
  • 379 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.