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FourThought Financial’s Westlake Corp WLK Stock Holding History

FourThought Financial’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
Q3 		$37K Hold
428
– – 0.01% 701
2022
Q2 		$42K Sell
428
-17
-4% -$2.08K 0.01% 657
2022
Q1 		$53K Hold
445
– – 0.01% 650
2021
Q4 		$43K Buy
+445
New +$43.4K 0.01% 708

Other funds holding WLK

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FourThought Financial's WLK Position: Q3 2022 in Review

FourThought Financial held its Westlake Corp (WLK) position steady in Q3 2022 at 428 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #701.

FourThought Financial first reported a position in WLK in Q4 2021 and has held it in 4 quarters since. The position peaked at $53K in Q1 2022. 321 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

  • FourThought Financial held 428 shares of Westlake Corp worth $37K as of Q3 2022.
  • FourThought Financial left its Westlake Corp share count unchanged in Q3 2022.
  • Westlake Corp made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #701 holding.
  • FourThought Financial first reported a position in Westlake Corp in Q4 2021 and has held it in 4 quarters since.
  • FourThought Financial's Westlake Corp position peaked at $53K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.