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Fortitude Advisory Group’s Westlake Corp WLK Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-185
Closed -$23K – 1302
2022
Q1 		$23K Hold
185
– – 0.01% 794
2021
Q4 		$18K Buy
+185
New +$18K 0.01% 876

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortitude Advisory Group's WLK Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Westlake Corp (WLK) in Q2 2022, closing a stake of 185 shares — an estimated $23K sold.

Fortitude Advisory Group first reported a position in WLK in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q1 2022. 353 funds tracked by Wall St. Rank hold WLK as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Westlake Corp position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 185 Westlake Corp shares in Q2 2022, an estimated $23K.
  • Fortitude Advisory Group first reported a position in Westlake Corp in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Westlake Corp position peaked at $23K in Q1 2022.
  • 353 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.