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Harel Insurance Investments & Financial Services’s Westlake Corp WLK Stock Holding History

Harel Insurance Investments & Financial Services’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
2023
Q2 		– Sell
-2,482
Closed -$282K – 803
2023
Q1 		$282K Buy
2,482
+1,503
+154% +$173K 0.01% 291
2022
Q4 		$101K Sell
979
-4
-0.4% -$403 ﹤0.01% 357
2022
Q3 		$84K Sell
983
-18,354
-95% -$1.76M ﹤0.01% 424
2022
Q2 		$1.9M Buy
+19,337
New +$2.37M 0.04% 136

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WLK Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 2,482 shares — an estimated $282K sold.

Harel Insurance Investments & Financial Services first reported a position in WLK in Q2 2022 and held it in 4 quarters. The position peaked at $1.9M in Q2 2022. 340 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,482 Westlake Corp shares in Q2 2023, an estimated $282K.
  • Harel Insurance Investments & Financial Services first reported a position in Westlake Corp in Q2 2022 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's Westlake Corp position peaked at $1.9M in Q2 2022.
  • 340 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.