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Focused Wealth Management’s Westlake Corp WLK Stock Holding History

Focused 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
2019
Q3 		– Sell
-1,750
Closed -$122K – 785
2019
Q2 		$122K Hold
1,750
– – 0.03% 215
2019
Q1 		$119K Hold
1,750
– – 0.04% 193
2018
Q4 		$116K Hold
1,750
– – 0.04% 205
2018
Q3 		$145K Hold
1,750
– – 0.05% 189
2018
Q2 		$188K Hold
1,750
– – 0.07% 159
2018
Q1 		$195K Buy
+1,750
New +$195K 0.06% 161

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
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's WLK Position: Q3 2019 in Review

Focused Wealth Management sold out of Westlake Corp (WLK) in Q3 2019, closing a stake of 1,750 shares — an estimated $122K sold.

Focused Wealth Management first reported a position in WLK in Q1 2018 and held it in 6 quarters. The position peaked at $195K in Q1 2018. 246 funds tracked by Wall St. Rank hold WLK as of Q3 2019.

  • Focused Wealth Management reported no remaining Westlake Corp position as of Q3 2019 after selling out during the quarter.
  • Focused Wealth Management sold 1,750 Westlake Corp shares in Q3 2019, an estimated $122K.
  • Focused Wealth Management first reported a position in Westlake Corp in Q1 2018 and held it in 6 quarters.
  • Focused Wealth Management's Westlake Corp position peaked at $195K in Q1 2018.
  • 246 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2019.

Based on Focused Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.