Focus Partners Wealth
WLK icon

Focus Partners Wealth’s Westlake Corp WLK Stock Holding History

Focus Partners Wealth’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
-2,002
Closed -$301K – 1977
2024
Q3 		$301K Buy
2,002
+50
+3% +$7.19K ﹤0.01% 1330
2024
Q2 		$283K Buy
1,952
+2
+0.1% +$307 ﹤0.01% 1086
2024
Q1 		$298K Buy
1,950
+9
+0.5% +$1.27K ﹤0.01% 835
2023
Q4 		$272K Buy
+1,941
New +$246K ﹤0.01% 690

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth's WLK Position: Q4 2024 in Review

Focus Partners Wealth sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 2,002 shares — an estimated $301K sold.

Focus Partners Wealth first reported a position in WLK in Q4 2023 and held it in 4 quarters. The position peaked at $301K in Q3 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Focus Partners Wealth reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 2,002 Westlake Corp shares in Q4 2024, an estimated $301K.
  • Focus Partners Wealth first reported a position in Westlake Corp in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's Westlake Corp position peaked at $301K in Q3 2024.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.