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Gradient Investments’s Westlake Corp WLK Stock Holding History

Gradient Investments’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
Q1 		– Sell
-11
Closed -$1.54K – 1853
2023
Q4 		$1.54K Hold
11
– – ﹤0.01% 1307
2023
Q3 		$1.37K Hold
11
– – ﹤0.01% 1283
2023
Q2 		$1.31K Buy
+11
New +$1.26K ﹤0.01% 1279

Other funds holding WLK

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gradient Investments's WLK Position: Q1 2024 in Review

Gradient Investments sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 11 shares — an estimated $1.54K sold.

Gradient Investments first reported a position in WLK in Q2 2023 and held it in 3 quarters. The position peaked at $1.54K in Q4 2023. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • Gradient Investments reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 11 Westlake Corp shares in Q1 2024, an estimated $1.54K.
  • Gradient Investments first reported a position in Westlake Corp in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Westlake Corp position peaked at $1.54K in Q4 2023.
  • 347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.