Greenleaf Trust’s Westlake Corp WLK Stock Holding History

Greenleaf Trust’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	-1,750	Closed	-$216K	–	797
2022 Q1	$216K	Buy	+1,750	New	+$191K	﹤0.01%	706

Other funds holding WLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenleaf Trust's WLK Position: Q2 2022 in Review

Greenleaf Trust sold out of Westlake Corp (WLK) in Q2 2022, closing a stake of 1,750 shares — an estimated $216K sold.

Greenleaf Trust first reported a position in WLK in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 353 funds tracked by Wall St. Rank hold WLK as of Q2 2022.

Greenleaf Trust reported no remaining Westlake Corp position as of Q2 2022 after selling out during the quarter.
Greenleaf Trust sold 1,750 Westlake Corp shares in Q2 2022, an estimated $216K.
Greenleaf Trust first reported a position in Westlake Corp in Q1 2022 and held it in 1 quarter.
Greenleaf Trust's Westlake Corp position peaked at $216K in Q1 2022.
353 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2022.

Based on Greenleaf Trust's 13F filing for Q2 2022, filed 12 Aug 2022.