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Guardian Wealth Advisors (North Carolina)’s Westlake Corp WLK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-1,941
Closed -$240K – 385
2022
Q1 		$240K Buy
+1,941
New +$212K 0.1% 145

Other funds holding WLK

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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

Guardian Wealth Advisors (North Carolina)'s WLK Position: Q2 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Westlake Corp (WLK) in Q2 2022, closing a stake of 1,941 shares — an estimated $240K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in WLK in Q1 2022 and held it in 1 quarter. The position peaked at $240K in Q1 2022. 353 funds tracked by Wall St. Rank hold WLK as of Q2 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Westlake Corp position as of Q2 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,941 Westlake Corp shares in Q2 2022, an estimated $240K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Westlake Corp in Q1 2022 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Westlake Corp position peaked at $240K in Q1 2022.
  • 353 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 15 Aug 2022.