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HCR Wealth Advisors’s Westlake Corp WLK Stock Holding History

HCR Wealth Advisors’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
2019
Q1 		– Sell
-5,053
Closed -$334K – 197
2018
Q4 		$334K Sell
5,053
-8,683
-63% -$627K 0.11% 122
2018
Q3 		$1.02M Sell
13,736
-2,148
-14% -$210K 0.33% 69
2018
Q2 		$1.69M Buy
15,884
+1,437
+10% +$161K 0.56% 37
2018
Q1 		$1.61M Sell
14,447
-767
-5% -$85.3K 0.56% 39
2017
Q4 		$1.62M Sell
15,214
-268
-2% -$24.8K 0.57% 39
2017
Q3 		$1.29M Sell
15,482
-1,279
-8% -$93.9K 0.54% 46
2017
Q2 		$1.11M Buy
16,761
+3,526
+27% +$224K 0.55% 44
2017
Q1 		$874K Buy
+13,235
New +$838K 0.45% 56

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HCR Wealth Advisors's WLK Position: Q1 2019 in Review

HCR Wealth Advisors sold out of Westlake Corp (WLK) in Q1 2019, closing a stake of 5,053 shares — an estimated $334K sold.

HCR Wealth Advisors first reported a position in WLK in Q1 2017 and held it in 8 quarters. The position peaked at $1.69M in Q2 2018. 305 funds tracked by Wall St. Rank hold WLK as of Q1 2019.

  • HCR Wealth Advisors reported no remaining Westlake Corp position as of Q1 2019 after selling out during the quarter.
  • HCR Wealth Advisors sold 5,053 Westlake Corp shares in Q1 2019, an estimated $334K.
  • HCR Wealth Advisors first reported a position in Westlake Corp in Q1 2017 and held it in 8 quarters.
  • HCR Wealth Advisors's Westlake Corp position peaked at $1.69M in Q2 2018.
  • 305 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2019.

Based on HCR Wealth Advisors's 13F filing for Q1 2019, filed 10 May 2019.