FourThought Financial Partners’s Westlake Corp WLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
– Sell
-1,552
Closed -$237K – 322
2024
Q1
$237K Hold
1,552
– – 0.03% 284
2023
Q4
$217K Buy
+1,552
New +$197K 0.03% 298

Other funds holding WLK

FourThought Financial Partners's WLK Position: Q2 2024 in Review

FourThought Financial Partners sold out of Westlake Corp (WLK) in Q2 2024, closing a stake of 1,552 shares — an estimated $237K sold.

FourThought Financial Partners first reported a position in WLK in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q1 2024. 383 funds tracked by Wall St. Rank hold WLK as of Q2 2024.

  • FourThought Financial Partners reported no remaining Westlake Corp position as of Q2 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 1,552 Westlake Corp shares in Q2 2024, an estimated $237K.
  • FourThought Financial Partners first reported a position in Westlake Corp in Q4 2023 and held it in 2 quarters.
  • FourThought Financial Partners's Westlake Corp position peaked at $237K in Q1 2024.
  • 383 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2024.

Based on FourThought Financial Partners's 13F filing for Q2 2024, filed 13 Aug 2024.